+203.9%
CAT vs XOP
+36.7%
+167.2%
-34.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.0% | +1.7% | -0.6% | +0.5% |
| 7D | +5.6% | +0.6% | +4.9% | +5.3% |
| 30D | -2.3% | +16.5% | -18.9% | -7.3% |
| 3M | -10.0% | +15.7% | -25.7% | -14.8% |
| 6M | +21.2% | +19.2% | +2.0% | +11.3% |
| YTD | +44.4% | +55.0% | -10.5% | +15.7% |
| 1Y | +96.3% | +54.2% | +42.1% | +56.3% |
| 3Y | +203.9% | +35.9% | +168.0% | +149.7% |
| All | +203.9% | +36.7% | +167.2% | +149.7% |
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 2023-09-08 to 2026-09-08: 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling