+11.2%
NOW vs XLE
+5.4%
+5.8%
-35.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.9% | -3.0% | -3.0% | -6.0% |
| 7D | -6.7% | -10.3% | +3.6% | -7.4% |
| 30D | -25.8% | -3.3% | -22.5% | -26.4% |
| 3M | -12.7% | +8.2% | -20.9% | -14.7% |
| 6M | +11.2% | +5.0% | +6.2% | +10.2% |
| All | +11.2% | +5.4% | +5.8% | +10.2% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling