+56.2%
XOP vs CNP
+132.2%
-76.0%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.9% | +1.4% | +1.0% |
| 7D | +1.0% | +0.7% | +0.3% | +0.6% |
| 30D | +10.8% | -0.1% | +10.9% | +10.8% |
| 3M | +19.5% | -5.6% | +25.1% | +22.7% |
| 6M | +21.6% | -7.5% | +29.1% | +25.7% |
| YTD | +55.8% | +5.5% | +50.3% | +50.1% |
| 1Y | +54.6% | +8.3% | +46.3% | +46.5% |
| 3Y | +36.6% | +51.8% | -15.1% | +5.0% |
| 5Y | +160.6% | +69.9% | +90.8% | +85.3% |
| 10Y | +56.2% | +139.9% | -83.7% | -5.8% |
| All | +56.2% | +132.2% | -76.0% | -5.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling