-42.5%
NOW vs XOP
+37.2%
-79.7%
-52.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.8% | -3.9% | -3.1% |
| 7D | -8.7% | -8.4% | -0.4% | -8.7% |
| 30D | -29.3% | -8.4% | -20.9% | -29.3% |
| 3M | -21.8% | +0.2% | -22.0% | -22.2% |
| 6M | +9.2% | +7.2% | +2.0% | +8.3% |
| YTD | -35.0% | +40.8% | -75.8% | -33.0% |
| 1Y | -42.5% | +36.3% | -78.8% | -40.3% |
| All | -42.5% | +37.2% | -79.7% | -40.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling