+59.1%
XOP vs NXT
+168.4%
-109.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.2% | +1.5% | +0.3% |
| 7D | +1.6% | -2.6% | +4.2% | +1.8% |
| 30D | +9.6% | -22.4% | +32.0% | +11.5% |
| 3M | +16.9% | -27.3% | +44.3% | +19.1% |
| 6M | +24.0% | -28.5% | +52.5% | +25.2% |
| YTD | +56.2% | -6.6% | +62.8% | +52.2% |
| 1Y | +51.8% | +20.4% | +31.4% | +42.4% |
| 3Y | +37.0% | +90.9% | -54.0% | +16.4% |
| All | +59.1% | +168.4% | -109.3% | +25.7% |
Cumulative growth
Daily Returns
Daily percentage return beside NXT.
Daily Out/Under-Performance
Portfolio return minus NXT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × NXT 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded NXT 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling