+4,543.5%
XOM vs CNP
+1,888.5%
+2,655.0%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | -0.1% | +2.0% | +1.9% |
| 7D | +2.7% | +2.5% | +0.3% | +2.1% |
| 30D | -2.5% | +4.0% | -6.5% | -3.4% |
| 3M | +7.0% | +1.6% | +5.3% | +6.4% |
| 6M | +14.2% | -1.7% | +15.9% | +14.4% |
| YTD | +43.9% | +8.6% | +35.3% | +40.5% |
| 1Y | +47.9% | +5.8% | +42.1% | +45.3% |
| 3Y | +80.6% | +63.0% | +17.6% | +58.3% |
| 5Y | +212.8% | +74.7% | +138.1% | +168.4% |
| 10Y | +202.6% | +143.7% | +58.9% | +134.9% |
| All | +4,543.5% | +1,888.5% | +2,655.0% | +2,067.7% |
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