+2,771.1%
NOW vs XOP
+21.5%
+2,749.6%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.0% | -0.8% | -2.1% | -2.8% |
| 7D | -2.4% | +2.6% | -4.9% | -3.0% |
| 30D | +20.5% | +15.4% | +5.1% | +16.2% |
| 3M | +18.3% | +12.1% | +6.3% | +14.7% |
| 6M | +24.1% | +19.7% | +4.4% | +17.9% |
| YTD | -7.8% | +52.4% | -60.2% | -17.9% |
| 1Y | -21.4% | +47.6% | -69.0% | -29.6% |
| 3Y | +19.5% | +34.4% | -14.8% | +8.1% |
| 5Y | +4.1% | +154.4% | -150.3% | -20.7% |
| 10Y | +826.4% | +54.7% | +771.7% | +624.5% |
| All | +2,771.1% | +21.5% | +2,749.6% | +2,510.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling