-46.9%
CPNG vs XOP
+45.9%
-92.8%
-57.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +12.0% | -6.4% | +18.3% | +10.7% |
| 7D | +20.8% | -10.5% | +31.4% | +19.0% |
| 30D | +20.1% | -4.3% | +24.4% | +18.8% |
| 3M | +1.6% | +4.7% | -3.1% | +1.1% |
| 6M | -15.8% | -0.1% | -15.8% | -14.7% |
| YTD | -27.7% | +43.8% | -71.6% | -30.0% |
| 1Y | -46.9% | +45.3% | -92.2% | -48.9% |
| All | -46.9% | +45.9% | -92.8% | -48.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling