+11.8%
NOW vs XOM
+54.8%
-43.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +0.7% | -5.7% | -5.0% |
| 7D | -6.1% | -2.4% | -3.7% | -6.0% |
| 30D | +7.5% | +5.7% | +1.8% | +7.1% |
| 3M | +17.5% | +6.6% | +11.0% | +16.9% |
| 6M | +7.9% | +7.7% | +0.3% | +7.3% |
| YTD | -12.4% | +36.2% | -48.6% | -15.0% |
| 1Y | -28.6% | +50.5% | -79.1% | -31.8% |
| 3Y | +11.8% | +53.4% | -41.5% | +7.8% |
| All | +11.8% | +54.8% | -43.0% | +7.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling