-24.8%
CCL vs XOP
+49.8%
-74.6%
-30.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.8% | +1.0% | -0.4% |
| 7D | -5.0% | +2.6% | -7.6% | -3.6% |
| 30D | -20.3% | +15.4% | -35.8% | -13.2% |
| 3M | -15.1% | +12.1% | -27.2% | -8.0% |
| 6M | -15.1% | +19.7% | -34.8% | -8.1% |
| YTD | -21.8% | +52.4% | -74.2% | -18.4% |
| 1Y | -24.8% | +47.6% | -72.3% | -21.1% |
| All | -24.8% | +49.8% | -74.6% | -21.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling