+51.0%
XOP vs NXT
+213.5%
-162.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +1.5% | -0.6% | +0.8% |
| 7D | +6.3% | -9.4% | +15.8% | +6.9% |
| 30D | -6.6% | +15.1% | -21.7% | -7.7% |
| 3M | +3.6% | -9.1% | +12.7% | +4.0% |
| 6M | +10.8% | -30.3% | +41.1% | +12.9% |
| YTD | +48.3% | +9.1% | +39.2% | +42.6% |
| 1Y | +42.9% | +7.9% | +35.1% | +37.4% |
| 3Y | +43.3% | +176.5% | -133.2% | +16.9% |
| All | +51.0% | +213.5% | -162.5% | +17.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling