+243.0%
CB vs XOP
+47.9%
+195.1%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | +0.2% | -0.6% | -0.5% |
| 7D | -1.5% | -10.0% | +8.5% | +0.7% |
| 30D | +6.5% | -9.1% | +15.6% | +8.5% |
| 3M | +4.1% | +5.1% | -1.0% | +2.5% |
| 6M | +14.4% | +6.4% | +8.0% | +12.1% |
| YTD | +17.5% | +39.7% | -22.2% | +7.5% |
| 1Y | +27.5% | +37.2% | -9.7% | +17.1% |
| 3Y | +71.6% | +37.6% | +34.0% | +54.5% |
| 5Y | +100.6% | +76.5% | +24.1% | +64.8% |
| 10Y | +243.0% | +42.6% | +200.4% | +137.4% |
| All | +243.0% | +47.9% | +195.1% | +137.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling