+506.3%
NOW vs XOP
+44.9%
+461.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.2% |
| 7D | -8.7% | -8.4% | -0.4% | -7.0% |
| 30D | -29.3% | -8.4% | -20.9% | -28.0% |
| 3M | -21.8% | +0.2% | -22.0% | -22.1% |
| 6M | +9.2% | +7.2% | +2.0% | +6.9% |
| YTD | -35.0% | +40.8% | -75.8% | -40.6% |
| 1Y | -42.5% | +36.3% | -78.8% | -47.1% |
| 3Y | -21.5% | +37.2% | -58.7% | -28.8% |
| 5Y | -25.8% | +86.6% | -112.4% | -37.5% |
| 10Y | +506.3% | +44.0% | +462.3% | +402.0% |
| All | +506.3% | +44.9% | +461.4% | +402.0% |
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