+82.5%
XOP vs CNP
+610.4%
-527.9%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | -0.1% | -0.3% |
| 7D | +2.6% | +1.1% | +1.5% | +1.8% |
| 30D | +15.4% | -1.8% | +17.3% | +16.7% |
| 3M | +12.1% | -4.6% | +16.7% | +15.0% |
| 6M | +19.7% | -8.8% | +28.5% | +26.2% |
| YTD | +52.4% | +5.2% | +47.2% | +45.4% |
| 1Y | +47.6% | +8.3% | +39.2% | +37.5% |
| 3Y | +34.4% | +54.9% | -20.5% | -5.9% |
| 5Y | +154.4% | +73.5% | +80.9% | +60.5% |
| 10Y | +54.7% | +139.1% | -84.4% | -29.6% |
| All | +82.5% | +610.4% | -527.9% | -61.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling