+1,924.6%
NOW vs XOM
+239.4%
+1,685.2%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOM | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.2% | -2.9% | -3.0% |
| 7D | -8.7% | -7.3% | -1.4% | -7.0% |
| 30D | -29.3% | -2.6% | -26.6% | -29.0% |
| 3M | -21.8% | +3.6% | -25.4% | -22.9% |
| 6M | +9.2% | +15.3% | -6.0% | +4.5% |
| YTD | -35.0% | +39.4% | -74.4% | -41.4% |
| 1Y | -42.5% | +43.2% | -85.7% | -48.6% |
| 3Y | -21.5% | +74.9% | -96.5% | -34.5% |
| 5Y | -25.8% | +201.3% | -227.0% | -48.6% |
| 10Y | +506.3% | +188.5% | +317.9% | +316.1% |
| All | +1,924.6% | +239.4% | +1,685.2% | +1,210.7% |
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