+54.1%
CCL vs XOP
+36.7%
+17.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +1.7% | -3.0% | -1.6% |
| 7D | -0.1% | +0.6% | -0.7% | -0.2% |
| 30D | -20.0% | +16.5% | -36.5% | -21.9% |
| 3M | -13.7% | +15.7% | -29.4% | -15.9% |
| 6M | -9.0% | +19.2% | -28.2% | -14.5% |
| YTD | -22.8% | +55.0% | -77.8% | -36.4% |
| 1Y | -25.3% | +54.2% | -79.5% | -38.7% |
| 3Y | +54.1% | +35.9% | +18.2% | +26.2% |
| All | +54.1% | +36.7% | +17.4% | +26.2% |
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