+49.9%
XOP vs CBRE
+387.8%
-337.9%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -0.2% | +2.8% | +2.7% |
| 7D | +0.5% | -4.6% | +5.1% | +2.8% |
| 30D | -7.3% | +3.0% | -10.2% | -9.6% |
| 3M | +1.4% | -8.7% | +10.1% | +4.4% |
| 6M | +7.8% | -7.9% | +15.6% | +8.9% |
| YTD | +44.5% | -16.3% | +60.8% | +50.1% |
| 1Y | +37.0% | -13.1% | +50.2% | +38.9% |
| 3Y | +40.8% | +83.1% | -42.3% | -13.5% |
| 5Y | +88.7% | +27.7% | +60.9% | +40.1% |
| 10Y | +49.9% | +386.9% | -337.0% | -41.7% |
| All | +49.9% | +387.8% | -337.9% | -41.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CBRE.
Daily Out/Under-Performance
Portfolio return minus CBRE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CBRE 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 10y: compounded portfolio wealth divided by compounded CBRE 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…
10y analysis · Full analysis span regression · 6 months rolling