+284.7%
NOW vs XLC
+143.7%
+140.9%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XLC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -1.2% | -1.8% | -1.6% |
| 7D | -2.4% | -0.8% | -1.5% | -1.5% |
| 30D | +20.5% | +1.0% | +19.5% | +19.0% |
| 3M | +18.3% | -0.7% | +19.0% | +19.8% |
| 6M | +24.1% | -5.1% | +29.2% | +32.0% |
| YTD | -7.8% | -4.3% | -3.5% | -3.1% |
| 1Y | -21.4% | -0.6% | -20.8% | -21.1% |
| 3Y | +19.5% | +72.7% | -53.2% | -36.2% |
| 5Y | +4.1% | +38.0% | -33.9% | -26.4% |
| All | +284.7% | +143.7% | +140.9% | +25.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling