+514.0%
NOW vs XLE
+181.7%
+332.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.0% | +0.6% | +1.3% |
| 7D | +0.3% | +5.4% | -5.1% | -1.2% |
| 30D | -27.0% | -3.9% | -23.0% | -26.3% |
| 3M | -19.6% | +7.0% | -26.7% | -21.5% |
| 6M | +17.5% | +14.2% | +3.3% | +12.5% |
| YTD | -33.3% | +48.2% | -81.4% | -41.2% |
| 1Y | -39.8% | +47.7% | -87.5% | -46.9% |
| 3Y | -19.9% | +70.0% | -89.9% | -32.7% |
| 5Y | -26.1% | +169.1% | -195.2% | -46.1% |
| All | +514.0% | +181.7% | +332.2% | +347.5% |
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