+162.4%
XOP vs CBRE
+45.8%
+116.7%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CBRE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -3.8% | +5.5% | +2.8% |
| 7D | +0.6% | -1.5% | +2.1% | +1.0% |
| 30D | +16.5% | -4.0% | +20.5% | +17.5% |
| 3M | +15.7% | +8.0% | +7.7% | +11.8% |
| 6M | +19.2% | +4.0% | +15.2% | +15.7% |
| YTD | +55.0% | -11.5% | +66.5% | +57.9% |
| 1Y | +54.2% | -13.0% | +67.2% | +57.6% |
| 3Y | +35.9% | +66.9% | -31.0% | +2.5% |
| 5Y | +162.4% | +45.0% | +117.4% | +99.4% |
| All | +162.4% | +45.8% | +116.7% | +99.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling