+39.9%
XOP vs NVMI
+207.9%
-168.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.6% | -1.5% | 0.0% |
| 7D | +2.6% | -0.1% | +2.7% | +2.6% |
| 30D | +9.6% | -8.4% | +18.0% | +10.3% |
| 3M | +20.4% | -33.6% | +53.9% | +24.0% |
| 6M | +19.9% | -14.7% | +34.6% | +19.0% |
| YTD | +56.4% | +13.2% | +43.2% | +48.3% |
| 1Y | +52.4% | +29.0% | +23.4% | +40.9% |
| 3Y | +39.9% | +215.0% | -175.1% | +10.0% |
| All | +39.9% | +207.9% | -168.0% | +10.0% |
Cumulative growth
Daily Returns
Daily percentage return beside NVMI.
Daily Out/Under-Performance
Portfolio return minus NVMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVMI 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 3y: compounded portfolio wealth divided by compounded NVMI 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…
3y analysis · Full analysis span regression · 6 months rolling