+504.4%
NOW vs XOM
+203.9%
+300.5%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.9% | -2.4% |
| 7D | -1.7% | +2.7% | -4.4% | -2.2% |
| 30D | -27.4% | -2.5% | -24.9% | -27.2% |
| 3M | -19.4% | +7.0% | -26.4% | -20.9% |
| 6M | +13.1% | +14.2% | -1.1% | +9.3% |
| YTD | -34.3% | +43.9% | -78.2% | -40.2% |
| 1Y | -41.8% | +47.9% | -89.7% | -47.4% |
| 3Y | -20.7% | +80.6% | -101.3% | -32.4% |
| 5Y | -27.2% | +212.8% | -240.0% | -46.8% |
| All | +504.4% | +203.9% | +300.5% | +327.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XOM.
Daily Out/Under-Performance
Portfolio return minus XOM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOM 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 XOM 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