-39.8%
NOW vs XLC
-2.4%
-37.4%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.1% | +0.5% | +0.4% |
| 7D | +0.3% | +3.7% | -3.4% | -3.6% |
| 30D | -27.0% | -1.9% | -25.0% | -25.6% |
| 3M | -19.6% | -3.1% | -16.5% | -17.3% |
| 6M | +17.5% | -6.4% | +23.8% | +20.9% |
| YTD | -33.3% | -6.8% | -26.4% | -31.0% |
| 1Y | -39.8% | -1.7% | -38.1% | -40.1% |
| All | -39.8% | -2.4% | -37.4% | -40.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLC.
Daily Out/Under-Performance
Portfolio return minus XLC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLC 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 XLC 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