+942.5%
CRDO vs XOP
+36.3%
+906.3%
-61.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.1% | +1.5% | +1.6% |
| 7D | -4.5% | +2.6% | -7.1% | -5.7% |
| 30D | -39.2% | +9.6% | -48.8% | -42.2% |
| 3M | -38.5% | +20.4% | -58.8% | -44.8% |
| 6M | +40.6% | +19.9% | +20.7% | +21.7% |
| YTD | +13.2% | +56.4% | -43.2% | -21.4% |
| 1Y | +2.3% | +52.4% | -50.2% | -28.2% |
| 3Y | +942.5% | +39.9% | +902.7% | +631.0% |
| All | +942.5% | +36.3% | +906.3% | +631.0% |
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