-26.0%
NOW vs XLE
+152.1%
-178.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.0% | -3.0% | -5.1% |
| 7D | -6.7% | -10.3% | +3.6% | -4.0% |
| 30D | -25.8% | -3.3% | -22.5% | -25.4% |
| 3M | -12.7% | +8.2% | -20.9% | -15.1% |
| 6M | +11.2% | +5.0% | +6.2% | +8.9% |
| YTD | -33.2% | +40.6% | -73.8% | -40.8% |
| 1Y | -41.8% | +45.0% | -86.8% | -49.0% |
| 3Y | -15.7% | +56.3% | -72.0% | -28.5% |
| 5Y | -26.0% | +152.2% | -178.3% | -43.6% |
| All | -26.0% | +152.1% | -178.1% | -43.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling