+52.4%
XOP vs NVT
+71.6%
-19.2%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | +0.4% |
| 7D | +2.6% | +4.1% | -1.4% | +2.9% |
| 30D | +9.6% | -5.1% | +14.7% | +9.3% |
| 3M | +20.4% | -1.2% | +21.5% | +20.4% |
| 6M | +19.9% | +46.6% | -26.7% | +21.9% |
| YTD | +56.4% | +60.0% | -3.6% | +57.9% |
| 1Y | +52.4% | +70.8% | -18.3% | +49.2% |
| All | +52.4% | +71.6% | -19.2% | +49.2% |
Cumulative growth
Daily Returns
Daily percentage return beside NVT.
Daily Out/Under-Performance
Portfolio return minus NVT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVT 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 NVT 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