+2,145.2%
CPRT vs XOP
+82.9%
+2,062.3%
-57.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.8% | +1.3% | +0.6% |
| 7D | +2.2% | +2.6% | -0.4% | +1.6% |
| 30D | +16.6% | +15.4% | +1.2% | +12.9% |
| 3M | +9.6% | +12.1% | -2.5% | +6.4% |
| 6M | -11.1% | +19.7% | -30.8% | -15.4% |
| YTD | -13.9% | +52.4% | -66.3% | -22.5% |
| 1Y | -32.5% | +47.6% | -80.1% | -39.0% |
| 3Y | -25.0% | +34.4% | -59.4% | -31.7% |
| 5Y | -7.4% | +154.4% | -161.8% | -29.6% |
| 10Y | +422.0% | +54.7% | +367.3% | +297.5% |
| All | +2,145.2% | +82.9% | +2,062.3% | +1,353.5% |
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