+56.2%
XOP vs CI
+143.6%
-87.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.8% | -0.3% | +0.2% |
| 7D | +1.0% | -1.1% | +2.1% | +1.4% |
| 30D | +10.8% | +0.5% | +10.4% | +10.5% |
| 3M | +19.5% | -5.2% | +24.6% | +21.6% |
| 6M | +21.6% | +4.3% | +17.3% | +17.8% |
| YTD | +55.8% | +2.8% | +53.1% | +51.6% |
| 1Y | +54.6% | -5.8% | +60.5% | +53.8% |
| 3Y | +36.6% | +4.7% | +31.9% | +21.6% |
| 5Y | +160.6% | +42.7% | +118.0% | +88.1% |
| 10Y | +56.2% | +141.0% | -84.7% | -4.9% |
| All | +56.2% | +143.6% | -87.3% | -4.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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