+92.7%
XOP vs NVTS
-54.3%
+146.9%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NVTS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -6.4% | +7.3% | +1.2% |
| 7D | +6.3% | +3.9% | +2.4% | +6.2% |
| 30D | -6.6% | -4.3% | -2.3% | -6.7% |
| 3M | +3.6% | -34.5% | +38.0% | +4.8% |
| 6M | +10.8% | -57.7% | +68.5% | +13.1% |
| YTD | +48.3% | +25.4% | +22.9% | +42.6% |
| 1Y | +42.9% | +13.1% | +29.8% | +38.0% |
| 3Y | +43.3% | +48.9% | -5.6% | +29.6% |
| All | +92.7% | -54.3% | +146.9% | +81.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling