+43.4%
XOP vs NVD
-99.1%
+142.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +0.3% | -0.1% | +0.1% |
| 7D | +2.6% | +10.8% | -8.2% | +3.1% |
| 30D | +9.6% | +0.8% | +8.8% | +9.8% |
| 3M | +20.4% | -20.8% | +41.2% | +19.3% |
| 6M | +19.9% | -41.2% | +61.1% | +17.1% |
| YTD | +56.4% | -44.2% | +100.6% | +52.7% |
| 1Y | +52.4% | -54.2% | +106.6% | +47.5% |
| 3Y | +39.9% | -99.1% | +139.0% | +29.9% |
| All | +43.4% | -99.1% | +142.5% | +33.1% |
Cumulative growth
Daily Returns
Daily percentage return beside NVD.
Daily Out/Under-Performance
Portfolio return minus NVD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVD 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 10y: compounded portfolio wealth divided by compounded NVD 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…
10y analysis · Full analysis span regression · 6 months rolling