+261.8%
XOM vs CNP
+70.6%
+191.2%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -0.9% | +3.1% | +2.5% |
| 7D | 0.0% | +0.7% | -0.6% | -0.1% |
| 30D | +3.4% | -0.1% | +3.5% | +3.4% |
| 3M | +11.0% | -5.6% | +16.6% | +12.6% |
| 6M | +10.6% | -7.5% | +18.1% | +12.7% |
| YTD | +39.2% | +5.5% | +33.7% | +36.5% |
| 1Y | +52.7% | +8.3% | +44.4% | +48.4% |
| 3Y | +56.8% | +51.8% | +5.0% | +35.1% |
| 5Y | +261.8% | +69.9% | +191.9% | +204.6% |
| All | +261.8% | +70.6% | +191.2% | +204.6% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling