+1,972.6%
NOW vs XOP
+11.2%
+1,961.4%
-64.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.2% | -0.2% | -0.3% |
| 7D | -3.0% | -14.7% | +11.7% | +0.8% |
| 30D | -26.0% | -7.7% | -18.4% | -24.7% |
| 3M | -13.1% | +4.4% | -17.5% | -14.4% |
| 6M | +14.5% | +3.5% | +11.0% | +12.8% |
| YTD | -33.4% | +39.4% | -72.8% | -39.6% |
| 1Y | -40.6% | +39.8% | -80.4% | -46.2% |
| 3Y | -16.3% | +29.7% | -46.0% | -23.7% |
| 5Y | -26.3% | +78.6% | -104.9% | -38.9% |
| 10Y | +512.7% | +51.8% | +460.9% | +377.9% |
| All | +1,972.6% | +11.2% | +1,961.4% | +1,820.7% |
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