-21.4%
NOW vs XLE
+49.3%
-70.7%
-56.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -3.0% |
| 7D | -2.4% | +2.2% | -4.6% | -2.2% |
| 30D | +20.5% | +11.8% | +8.7% | +21.4% |
| 3M | +18.3% | +9.8% | +8.5% | +18.8% |
| 6M | +24.1% | +15.6% | +8.5% | +26.0% |
| YTD | -7.8% | +45.3% | -53.0% | -3.0% |
| 1Y | -21.4% | +48.3% | -69.7% | -18.0% |
| All | -21.4% | +49.3% | -70.7% | -18.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 XLE 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