+80.6%
CRWD vs XOP
+45.9%
+34.7%
-37.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -6.4% | +4.9% | -1.1% |
| 7D | -9.6% | -10.5% | +0.9% | -9.0% |
| 30D | -11.6% | -4.3% | -7.3% | -11.3% |
| 3M | +14.1% | +4.7% | +9.4% | +13.4% |
| 6M | +105.4% | -0.1% | +105.5% | +105.9% |
| YTD | +105.6% | +43.8% | +61.8% | +98.9% |
| 1Y | +80.6% | +45.3% | +35.3% | +73.5% |
| All | +80.6% | +45.9% | +34.7% | +73.5% |
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