-25.1%
NOW vs XOP
+94.3%
-119.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.9% | +0.7% | +1.3% |
| 7D | +0.3% | +6.3% | -6.1% | -1.5% |
| 30D | -27.0% | -6.6% | -20.4% | -25.7% |
| 3M | -19.6% | +3.6% | -23.2% | -20.9% |
| 6M | +17.5% | +10.8% | +6.7% | +12.8% |
| YTD | -33.3% | +48.3% | -81.5% | -42.3% |
| 1Y | -39.8% | +42.9% | -82.8% | -47.4% |
| 3Y | -19.9% | +43.3% | -63.2% | -31.7% |
| All | -25.1% | +94.3% | -119.4% | -42.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling