+73.0%
CB vs XOP
+42.5%
+30.5%
-14.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.6% | -1.3% | +0.3% |
| 7D | 0.0% | +5.2% | -5.1% | -0.4% |
| 30D | +7.4% | -8.4% | +15.8% | +8.1% |
| 3M | +8.6% | +2.9% | +5.7% | +8.1% |
| 6M | +16.1% | +8.8% | +7.3% | +14.9% |
| YTD | +20.2% | +46.9% | -26.7% | +14.3% |
| 1Y | +27.2% | +41.5% | -14.3% | +21.4% |
| All | +73.0% | +42.5% | +30.5% | +64.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling