+36.4%
XOP vs NVDX
+815.5%
-779.1%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NVDX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.7% |
| 7D | +1.0% | -0.9% | +1.8% | +1.0% |
| 30D | +10.8% | +3.0% | +7.9% | +10.5% |
| 3M | +19.5% | +6.8% | +12.7% | +18.5% |
| 6M | +21.6% | +28.6% | -7.0% | +18.5% |
| YTD | +55.8% | +17.0% | +38.8% | +52.3% |
| 1Y | +54.6% | +27.0% | +27.6% | +49.3% |
| All | +36.4% | +815.5% | -779.1% | +24.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling