+47.2%
XOP vs NXT
+231.9%
-184.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.8% | +1.9% | +2.6% |
| 7D | +0.5% | -5.7% | +6.2% | +0.8% |
| 30D | -7.3% | +18.5% | -25.8% | -8.5% |
| 3M | +1.4% | -4.1% | +5.5% | +1.5% |
| 6M | +7.8% | -20.3% | +28.1% | +8.6% |
| YTD | +44.5% | +15.5% | +29.0% | +38.6% |
| 1Y | +37.0% | -5.0% | +42.0% | +34.1% |
| 3Y | +40.8% | +191.6% | -150.9% | +14.5% |
| All | +47.2% | +231.9% | -184.6% | +14.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling