+499.2%
NOW vs XLE
+169.9%
+329.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | 0.0% | -0.4% | -0.4% |
| 7D | -3.0% | -12.0% | +9.0% | +0.4% |
| 30D | -26.0% | -2.7% | -23.3% | -25.7% |
| 3M | -13.1% | +6.6% | -19.7% | -15.0% |
| 6M | +14.5% | +9.5% | +5.0% | +10.9% |
| YTD | -33.4% | +40.6% | -74.0% | -40.4% |
| 1Y | -40.6% | +43.6% | -84.2% | -47.3% |
| 3Y | -16.3% | +58.1% | -74.4% | -28.2% |
| 5Y | -26.3% | +152.2% | -178.5% | -45.3% |
| All | +499.2% | +169.9% | +329.3% | +345.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling