+43.2%
XOP vs NVD
-99.1%
+142.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.5% | -4.2% | +0.4% |
| 7D | +1.6% | +9.0% | -7.4% | +2.1% |
| 30D | +9.6% | -5.5% | +15.1% | +9.4% |
| 3M | +16.9% | -24.6% | +41.5% | +15.6% |
| 6M | +24.0% | -42.1% | +66.1% | +21.0% |
| YTD | +56.2% | -44.3% | +100.5% | +52.5% |
| 1Y | +51.8% | -54.2% | +106.0% | +46.9% |
| 3Y | +37.0% | -99.1% | +136.1% | +27.1% |
| All | +43.2% | -99.1% | +142.3% | +32.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling