-6.1%
CELH vs XOP
+158.8%
-164.9%
-77.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | +0.1% | +2.1% | +2.2% |
| 7D | -11.2% | +2.6% | -13.8% | -12.0% |
| 30D | -1.4% | +9.6% | -11.0% | -4.5% |
| 3M | -4.2% | +20.4% | -24.5% | -10.6% |
| 6M | -40.5% | +19.9% | -60.4% | -45.2% |
| YTD | -40.5% | +56.4% | -96.9% | -51.2% |
| 1Y | -53.0% | +52.4% | -105.4% | -61.3% |
| 3Y | -59.1% | +39.9% | -98.9% | -65.8% |
| All | -6.1% | +158.8% | -164.9% | -35.7% |
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