+948.0%
CB vs XOP
+82.9%
+865.1%
-51.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -0.8% | -1.1% | -1.7% |
| 7D | +0.5% | +2.6% | -2.1% | -0.2% |
| 30D | -3.1% | +15.4% | -18.6% | -7.1% |
| 3M | +9.0% | +12.1% | -3.1% | +5.0% |
| 6M | +2.9% | +19.7% | -16.8% | -3.3% |
| YTD | +10.1% | +52.4% | -42.3% | -3.7% |
| 1Y | +22.8% | +47.6% | -24.8% | +8.1% |
| 3Y | +73.8% | +34.4% | +39.4% | +53.5% |
| 5Y | +99.2% | +154.4% | -55.2% | +38.8% |
| 10Y | +218.2% | +54.7% | +163.5% | +124.2% |
| All | +948.0% | +82.9% | +865.1% | +460.8% |
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