+56.1%
CDE vs XOP
+58.6%
-2.5%
-84.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | -3.1% | +2.6% | -5.7% | -4.1% |
| 30D | +9.5% | +9.6% | -0.1% | +5.4% |
| 3M | +25.5% | +20.4% | +5.1% | +15.4% |
| 6M | -7.9% | +19.9% | -27.8% | -16.9% |
| YTD | +15.6% | +56.4% | -40.8% | -7.3% |
| 1Y | +34.0% | +52.4% | -18.4% | +8.3% |
| 3Y | +791.9% | +39.9% | +752.0% | +645.7% |
| 5Y | +197.7% | +163.7% | +34.0% | +98.5% |
| All | +56.1% | +58.6% | -2.5% | +7.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling