+504.6%
NOW vs XLE
+167.3%
+337.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +0.5% | +0.3% | +0.6% |
| 7D | -3.1% | -7.9% | +4.8% | -0.9% |
| 30D | -27.0% | -4.8% | -22.2% | -26.2% |
| 3M | -17.7% | +8.4% | -26.1% | -19.9% |
| 6M | +12.7% | +12.7% | 0.0% | +8.3% |
| YTD | -32.9% | +41.3% | -74.2% | -40.1% |
| 1Y | -40.4% | +42.3% | -82.7% | -46.9% |
| 3Y | -17.1% | +65.1% | -82.2% | -29.8% |
| 5Y | -25.7% | +150.2% | -175.9% | -44.7% |
| 10Y | +504.6% | +163.9% | +340.7% | +350.9% |
| All | +504.6% | +167.3% | +337.3% | +350.9% |
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