+8.5%
CRCL vs XOP
+66.0%
-57.5%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | +0.2% | -3.1% | -2.9% |
| 7D | -12.5% | +1.6% | -14.1% | -12.7% |
| 30D | +26.9% | +9.6% | +17.3% | +24.9% |
| 3M | +14.4% | +16.9% | -2.5% | +11.3% |
| 6M | -23.5% | +24.0% | -47.6% | -29.0% |
| YTD | +13.9% | +56.2% | -42.3% | -6.6% |
| 1Y | -20.6% | +51.8% | -72.3% | -34.0% |
| All | +8.5% | +66.0% | -57.5% | -21.6% |
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