+45.3%
XOP vs CHTR
-46.1%
+91.3%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.4% | +5.7% | -12.1% | -6.4% |
| 7D | -10.5% | +14.1% | -24.6% | -10.6% |
| 30D | -4.3% | +11.6% | -15.9% | -4.4% |
| 3M | +4.7% | -21.4% | +26.1% | +5.0% |
| 6M | -0.1% | -27.3% | +27.2% | +1.0% |
| YTD | +43.8% | -42.4% | +86.2% | +45.5% |
| 1Y | +45.3% | -45.6% | +90.8% | +46.5% |
| All | +45.3% | -46.1% | +91.3% | +46.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 1y: compounded portfolio wealth divided by compounded CHTR 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…
1y analysis · Full analysis span regression · 6 months rolling