+8.9%
CRCL vs XOP
+66.2%
-57.4%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.1% | +0.2% | +0.3% |
| 7D | -11.2% | +2.6% | -13.8% | -11.6% |
| 30D | +27.1% | +9.6% | +17.5% | +25.1% |
| 3M | +9.6% | +20.4% | -10.7% | +5.8% |
| 6M | -19.7% | +19.9% | -39.6% | -24.0% |
| YTD | +14.2% | +56.4% | -42.1% | -6.4% |
| 1Y | -32.2% | +52.4% | -84.7% | -43.8% |
| All | +8.9% | +66.2% | -57.4% | -21.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling