+52.4%
XOP vs NUE
+85.4%
-33.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.4% | +0.1% |
| 7D | +2.6% | -0.6% | +3.3% | +2.7% |
| 30D | +9.6% | -4.6% | +14.2% | +9.8% |
| 3M | +20.4% | -0.3% | +20.7% | +20.1% |
| 6M | +19.9% | +51.9% | -32.0% | +14.1% |
| YTD | +56.4% | +60.0% | -3.6% | +47.3% |
| 1Y | +52.4% | +82.9% | -30.4% | +38.4% |
| All | +52.4% | +85.4% | -33.0% | +38.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NUE.
Daily Out/Under-Performance
Portfolio return minus NUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NUE return. Early observations use the first valid beta; later observations use the trailing beta estimated for each date.
Cumulative Out/Under-Performance
Relative wealth over 1y: compounded portfolio wealth divided by compounded NUE wealth, less one. Both series rebase at the selected span's start.
Cumulative Alpha
Compounded beta-adjusted residual returns apply the first valid beta to early observations, then the trailing beta ending on each date.
Updating return analytics…
1y analysis · Full analysis span regression · 6 months rolling