+47.6%
XOP vs NVTS
+109.2%
-61.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +6.3% | -7.1% | -0.9% |
| 7D | +2.6% | +2.7% | -0.1% | +2.6% |
| 30D | +15.4% | -4.5% | +19.9% | +15.4% |
| 3M | +12.1% | -61.5% | +73.6% | +13.0% |
| 6M | +19.7% | +28.0% | -8.3% | +19.0% |
| YTD | +52.4% | +65.3% | -12.9% | +50.6% |
| 1Y | +47.6% | +113.0% | -65.4% | +64.4% |
| All | +47.6% | +109.2% | -61.7% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside NVTS.
Daily Out/Under-Performance
Portfolio return minus NVTS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NVTS 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 NVTS 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