+1,348.4%
CRWD vs XOP
+125.0%
+1,223.5%
-67.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +1.7% | -3.1% | -1.9% |
| 7D | -2.3% | +0.6% | -3.0% | -2.5% |
| 30D | -2.1% | +16.5% | -18.6% | -5.7% |
| 3M | +27.5% | +15.7% | +11.8% | +22.6% |
| 6M | +95.8% | +19.2% | +76.6% | +86.1% |
| YTD | +79.2% | +55.0% | +24.3% | +59.3% |
| 1Y | +96.3% | +54.2% | +42.1% | +74.3% |
| 3Y | +399.8% | +35.9% | +363.9% | +352.5% |
| 5Y | +216.7% | +162.4% | +54.3% | +150.9% |
| All | +1,348.4% | +125.0% | +1,223.5% | +1,111.4% |
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 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