+55.2%
XOP vs NXT
+178.8%
-123.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | NXT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.2% | -2.0% | -0.9% |
| 7D | +2.6% | -1.1% | +3.7% | +2.6% |
| 30D | +15.4% | -15.3% | +30.8% | +16.7% |
| 3M | +12.1% | -43.8% | +55.8% | +16.8% |
| 6M | +19.7% | -18.7% | +38.3% | +19.2% |
| YTD | +52.4% | -3.0% | +55.4% | +48.1% |
| 1Y | +47.6% | +22.7% | +24.8% | +38.3% |
| 3Y | +34.4% | +95.9% | -61.6% | +14.1% |
| All | +55.2% | +178.8% | -123.5% | +22.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling