+504.4%
NOW vs XOP
+52.4%
+452.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.0% | +1.6% | -3.7% | -2.4% |
| 7D | -1.7% | +5.2% | -6.8% | -2.8% |
| 30D | -27.4% | -8.4% | -19.0% | -26.1% |
| 3M | -19.4% | +2.9% | -22.4% | -20.2% |
| 6M | +13.1% | +8.8% | +4.3% | +10.3% |
| YTD | -34.3% | +46.9% | -81.2% | -40.6% |
| 1Y | -41.8% | +41.5% | -83.2% | -46.9% |
| 3Y | -20.7% | +43.1% | -63.8% | -28.7% |
| 5Y | -27.2% | +92.2% | -119.4% | -39.1% |
| All | +504.4% | +52.4% | +452.0% | +393.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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