-40.3%
NOW vs XLE
+43.4%
-83.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.2% | +1.9% | +1.3% | +3.4% |
| 7D | -5.6% | -0.2% | -5.3% | -5.6% |
| 30D | -26.8% | -4.0% | -22.8% | -27.3% |
| 3M | -19.4% | +4.6% | -24.1% | -19.4% |
| 6M | +12.3% | +12.3% | 0.0% | +13.2% |
| YTD | -32.9% | +44.5% | -77.5% | -27.7% |
| 1Y | -40.3% | +42.4% | -82.7% | -35.4% |
| All | -40.3% | +43.4% | -83.7% | -35.4% |
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