+780.0%
NOW vs XOM
+193.3%
+586.7%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.6% | -0.6% | -0.1% |
| 7D | -9.9% | +1.9% | -11.8% | -10.3% |
| 30D | +2.8% | +4.1% | -1.2% | +1.9% |
| 3M | +23.7% | +10.4% | +13.3% | +20.7% |
| 6M | +12.5% | +13.0% | -0.5% | +8.9% |
| YTD | -14.4% | +40.1% | -54.4% | -21.5% |
| 1Y | -29.0% | +51.1% | -80.1% | -36.1% |
| 3Y | +9.3% | +57.7% | -48.4% | -3.7% |
| 5Y | +1.2% | +264.7% | -263.5% | -29.3% |
| All | +780.0% | +193.3% | +586.7% | +547.8% |
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