+790.0%
NOW vs XOP
+52.0%
+738.0%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.0% | +1.7% | -6.7% | -5.4% |
| 7D | -6.1% | +0.6% | -6.7% | -6.2% |
| 30D | +7.5% | +16.5% | -9.1% | +3.7% |
| 3M | +17.5% | +15.7% | +1.8% | +13.3% |
| 6M | +7.9% | +19.2% | -11.3% | +3.1% |
| YTD | -12.4% | +55.0% | -67.3% | -21.5% |
| 1Y | -28.6% | +54.2% | -82.7% | -36.1% |
| 3Y | +11.8% | +35.9% | -24.0% | +1.7% |
| 5Y | +2.6% | +162.4% | -159.8% | -19.5% |
| 10Y | +790.0% | +50.2% | +739.8% | +639.3% |
| All | +790.0% | +52.0% | +738.0% | +639.3% |
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