-16.3%
NOW vs XOP
+25.8%
-42.1%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.0% | -14.7% | +11.7% | +0.6% |
| 30D | -26.0% | -7.7% | -18.4% | -24.9% |
| 3M | -13.1% | +4.4% | -17.5% | -14.7% |
| 6M | +14.5% | +3.5% | +11.0% | +12.3% |
| YTD | -33.4% | +39.4% | -72.8% | -40.9% |
| 1Y | -40.6% | +39.8% | -80.4% | -47.5% |
| 3Y | -16.3% | +29.7% | -46.0% | -24.4% |
| All | -16.3% | +25.8% | -42.1% | -24.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling