+41.5%
XOP vs NXT
-11.1%
+52.6%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -6.9% | +8.6% | +1.2% |
| 7D | +5.2% | -6.0% | +11.2% | +4.8% |
| 30D | -8.4% | +5.4% | -13.8% | -7.6% |
| 3M | +2.9% | -9.7% | +12.7% | +3.1% |
| 6M | +8.8% | -25.3% | +34.2% | +9.0% |
| YTD | +46.9% | +7.5% | +39.5% | +43.8% |
| 1Y | +41.5% | -3.0% | +44.5% | +39.9% |
| All | +41.5% | -11.1% | +52.6% | +39.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling