+1,431.9%
CIEN vs XOP
+58.4%
+1,373.5%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.3% | -1.1% |
| 7D | +5.4% | +1.6% | +3.8% | +5.0% |
| 30D | -13.7% | +9.6% | -23.3% | -15.7% |
| 3M | -23.0% | +16.9% | -40.0% | -26.4% |
| 6M | -0.8% | +24.0% | -24.9% | -7.4% |
| YTD | +43.1% | +56.2% | -13.1% | +24.6% |
| 1Y | +157.6% | +51.8% | +105.8% | +125.7% |
| 3Y | +593.8% | +37.0% | +556.9% | +520.4% |
| 5Y | +520.6% | +163.4% | +357.2% | +359.0% |
| All | +1,431.9% | +58.4% | +1,373.5% | +1,058.9% |
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 2016-09-10 to 2026-09-10: 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling