+384.9%
CRWD vs XOP
+36.1%
+348.8%
-44.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.2% | +0.3% | +0.4% |
| 7D | -2.8% | +1.6% | -4.5% | -3.4% |
| 30D | -5.9% | +9.6% | -15.5% | -8.9% |
| 3M | +29.0% | +16.9% | +12.0% | +21.4% |
| 6M | +91.5% | +24.0% | +67.4% | +74.2% |
| YTD | +78.2% | +56.2% | +22.0% | +46.8% |
| 1Y | +96.6% | +51.8% | +44.8% | +63.3% |
| All | +384.9% | +36.1% | +348.8% | +305.4% |
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