+363.9%
CPRT vs XOP
+52.4%
+311.5%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +1.6% | -2.2% | -0.8% |
| 7D | -1.5% | +5.2% | -6.7% | -2.4% |
| 30D | +21.4% | -8.4% | +29.7% | +23.1% |
| 3M | +10.4% | +2.9% | +7.4% | +9.3% |
| 6M | -4.3% | +8.8% | -13.1% | -6.6% |
| YTD | -18.3% | +46.9% | -65.2% | -25.4% |
| 1Y | -22.5% | +41.5% | -64.0% | -28.8% |
| 3Y | -34.3% | +43.1% | -77.4% | -40.6% |
| 5Y | -17.8% | +92.2% | -110.0% | -31.9% |
| All | +363.9% | +52.4% | +311.5% | +253.1% |
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