+1,023.3%
CB vs XOP
+67.4%
+955.9%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.8% | -0.2% | -1.6% | -1.7% |
| 7D | +0.2% | -14.7% | +15.0% | +4.7% |
| 30D | +9.1% | -7.7% | +16.7% | +11.3% |
| 3M | +3.4% | +4.4% | -1.0% | +1.6% |
| 6M | +14.1% | +3.5% | +10.6% | +12.0% |
| YTD | +18.0% | +39.4% | -21.4% | +5.5% |
| 1Y | +30.1% | +39.8% | -9.7% | +16.0% |
| 3Y | +71.8% | +29.7% | +42.1% | +52.9% |
| 5Y | +101.8% | +78.6% | +23.3% | +56.6% |
| 10Y | +252.1% | +51.8% | +200.3% | +148.1% |
| All | +1,023.3% | +67.4% | +955.9% | +514.3% |
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