+45.3%
XOP vs NVDX
-27.2%
+72.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | -6.2% | -0.2% | -6.7% |
| 7D | -10.5% | -14.1% | +3.6% | -11.3% |
| 30D | -4.3% | -31.3% | +27.0% | -6.3% |
| 3M | +4.7% | -16.2% | +20.8% | +4.0% |
| 6M | -0.1% | -11.9% | +11.8% | +0.3% |
| YTD | +43.8% | -9.4% | +53.2% | +44.7% |
| 1Y | +45.3% | -23.9% | +69.1% | +47.5% |
| All | +45.3% | -27.2% | +72.5% | +47.5% |
Cumulative growth
Daily Returns
Daily percentage return beside NVDX.
Daily Out/Under-Performance
Portfolio return minus NVDX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVDX 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 NVDX 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