+1,945.9%
NOW vs XOM
+250.3%
+1,695.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.8% | -3.9% | -2.5% |
| 7D | -1.7% | +2.7% | -4.4% | -2.3% |
| 30D | -27.4% | -2.5% | -24.9% | -27.1% |
| 3M | -19.4% | +7.0% | -26.4% | -21.2% |
| 6M | +13.1% | +14.2% | -1.1% | +8.6% |
| YTD | -34.3% | +43.9% | -78.2% | -41.2% |
| 1Y | -41.8% | +47.9% | -89.7% | -48.3% |
| 3Y | -20.7% | +80.6% | -101.3% | -34.3% |
| 5Y | -27.2% | +212.8% | -240.0% | -50.1% |
| 10Y | +509.1% | +202.6% | +306.5% | +311.5% |
| All | +1,945.9% | +250.3% | +1,695.6% | +1,214.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling