+189.0%
CDE vs XOP
+158.8%
+30.1%
-72.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | +0.1% | +1.1% | +1.1% |
| 7D | -3.1% | +2.6% | -5.7% | -4.5% |
| 30D | +9.5% | +9.6% | -0.1% | +4.0% |
| 3M | +25.5% | +20.4% | +5.1% | +12.0% |
| 6M | -7.9% | +19.9% | -27.8% | -20.3% |
| YTD | +15.6% | +56.4% | -40.8% | -16.3% |
| 1Y | +34.0% | +52.4% | -18.4% | -1.9% |
| 3Y | +791.9% | +39.9% | +752.0% | +580.1% |
| All | +189.0% | +158.8% | +30.1% | +66.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling