+506.3%
NOW vs XLE
+165.3%
+341.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.4% | -3.5% | -3.2% |
| 7D | -8.7% | -6.7% | -2.0% | -7.0% |
| 30D | -29.3% | -4.4% | -24.9% | -28.6% |
| 3M | -21.8% | +4.0% | -25.8% | -23.0% |
| 6M | +9.2% | +13.2% | -3.9% | +4.8% |
| YTD | -35.0% | +41.9% | -76.9% | -42.0% |
| 1Y | -42.5% | +41.6% | -84.1% | -48.7% |
| 3Y | -21.5% | +64.0% | -85.5% | -33.4% |
| 5Y | -25.8% | +158.1% | -183.9% | -45.2% |
| 10Y | +506.3% | +163.9% | +342.4% | +353.1% |
| All | +506.3% | +165.3% | +341.1% | +353.1% |
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