+412.4%
CPRT vs XOP
+52.9%
+359.5%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.6% | -2.3% | -1.9% |
| 7D | -0.4% | +1.0% | -1.4% | -0.6% |
| 30D | +8.2% | +10.8% | -2.6% | +6.0% |
| 3M | +2.3% | +19.5% | -17.2% | -1.5% |
| 6M | -14.7% | +21.6% | -36.3% | -18.6% |
| YTD | -18.2% | +55.8% | -74.0% | -25.9% |
| 1Y | -33.4% | +54.6% | -88.0% | -39.7% |
| 3Y | -28.3% | +36.6% | -65.0% | -34.3% |
| 5Y | -9.8% | +160.6% | -170.5% | -29.9% |
| 10Y | +412.4% | +56.2% | +356.1% | +285.9% |
| All | +412.4% | +52.9% | +359.5% | +285.9% |
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 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