+246.7%
CB vs XOP
+44.9%
+201.7%
-42.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.8% | +0.8% | +1.4% |
| 7D | +0.7% | -8.4% | +9.1% | +2.5% |
| 30D | +8.2% | -8.4% | +16.5% | +10.0% |
| 3M | +6.3% | +0.2% | +6.1% | +5.9% |
| 6M | +16.2% | +7.2% | +9.0% | +13.6% |
| YTD | +19.3% | +40.8% | -21.5% | +9.0% |
| 1Y | +29.2% | +36.3% | -7.1% | +18.8% |
| 3Y | +71.4% | +37.2% | +34.3% | +54.5% |
| 5Y | +104.2% | +86.6% | +17.6% | +65.6% |
| 10Y | +246.7% | +44.0% | +202.6% | +139.5% |
| All | +246.7% | +44.9% | +201.7% | +139.5% |
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