+39.9%
XOP vs NVT
+190.9%
-151.0%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | NVT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +4.6% | -4.5% | -0.7% |
| 7D | +2.6% | +4.1% | -1.4% | +1.9% |
| 30D | +9.6% | -5.1% | +14.7% | +10.4% |
| 3M | +20.4% | -1.2% | +21.5% | +19.7% |
| 6M | +19.9% | +46.6% | -26.7% | +7.7% |
| YTD | +56.4% | +60.0% | -3.6% | +36.3% |
| 1Y | +52.4% | +70.8% | -18.3% | +29.1% |
| 3Y | +39.9% | +187.5% | -147.7% | -2.3% |
| All | +39.9% | +190.9% | -151.0% | -2.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling