+1,298.7%
CRDO vs XOP
+103.7%
+1,195.0%
-62.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -42.1% |
| 3M | -38.5% | +20.4% | -58.8% | -44.6% |
| 6M | +40.6% | +19.9% | +20.7% | +23.5% |
| YTD | +13.2% | +56.4% | -43.2% | -16.1% |
| 1Y | +2.3% | +52.4% | -50.2% | -23.5% |
| 3Y | +942.5% | +39.9% | +902.7% | +710.0% |
| All | +1,298.7% | +103.7% | +1,195.0% | +818.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling