+2,050.6%
CPRT vs XOP
+69.0%
+1,981.6%
-58.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | +0.8% | -1.2% | -0.6% |
| 7D | +4.0% | -8.4% | +12.3% | +5.9% |
| 30D | +18.2% | -8.4% | +26.6% | +20.1% |
| 3M | +9.2% | +0.2% | +9.0% | +8.6% |
| 6M | -4.8% | +7.2% | -12.1% | -7.2% |
| YTD | -17.5% | +40.8% | -58.3% | -24.8% |
| 1Y | -22.0% | +36.3% | -58.3% | -28.4% |
| 3Y | -33.7% | +37.2% | -70.9% | -40.1% |
| 5Y | -15.0% | +86.6% | -101.6% | -30.7% |
| 10Y | +385.2% | +44.0% | +341.1% | +274.4% |
| All | +2,050.6% | +69.0% | +1,981.6% | +1,310.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling