+18.3%
NOW vs XLE
+54.6%
-36.3%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.9% | -2.1% | -2.8% |
| 7D | -2.4% | +2.2% | -4.6% | -2.9% |
| 30D | +20.5% | +11.8% | +8.7% | +17.2% |
| 3M | +18.3% | +9.8% | +8.5% | +15.5% |
| 6M | +24.1% | +15.6% | +8.5% | +19.1% |
| YTD | -7.8% | +45.3% | -53.0% | -17.9% |
| 1Y | -21.4% | +48.3% | -69.7% | -30.7% |
| All | +18.3% | +54.6% | -36.3% | +3.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling