+1,332.5%
OXY vs CNP
+1,826.3%
-493.9%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.2% | -0.7% |
| 7D | +1.6% | +1.1% | +0.5% | +1.2% |
| 30D | +11.6% | -1.8% | +13.4% | +12.2% |
| 3M | +2.8% | -4.6% | +7.5% | +4.2% |
| 6M | +13.0% | -8.8% | +21.9% | +16.1% |
| YTD | +47.4% | +5.2% | +42.1% | +44.6% |
| 1Y | +31.5% | +8.3% | +23.2% | +27.7% |
| 3Y | -1.9% | +54.9% | -56.8% | -16.1% |
| 5Y | +148.0% | +73.5% | +74.5% | +103.5% |
| 10Y | +2.3% | +139.1% | -136.9% | -21.9% |
| All | +1,332.5% | +1,826.3% | -493.9% | +611.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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