-13.1%
CRCL vs XOP
+49.8%
-62.9%
-66.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -1.1% |
| 7D | +17.1% | +2.6% | +14.5% | +16.7% |
| 30D | +61.3% | +15.4% | +45.8% | +58.8% |
| 3M | +12.7% | +12.1% | +0.7% | +11.7% |
| 6M | -3.1% | +19.7% | -22.7% | -8.4% |
| YTD | +28.7% | +52.4% | -23.7% | +7.5% |
| 1Y | -13.1% | +47.6% | -60.7% | -25.7% |
| All | -13.1% | +49.8% | -62.9% | -25.7% |
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