+153.3%
XOP vs CNQ
+278.6%
-125.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CNQ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.6% | +0.7% | +0.6% |
| 7D | +2.6% | +0.1% | +2.5% | +2.5% |
| 30D | +9.6% | +6.2% | +3.4% | +4.1% |
| 3M | +20.4% | +12.4% | +8.0% | +8.9% |
| 6M | +19.9% | +9.0% | +10.9% | +10.8% |
| YTD | +56.4% | +52.2% | +4.2% | +8.8% |
| 1Y | +52.4% | +65.0% | -12.6% | -1.2% |
| 3Y | +39.9% | +78.8% | -39.0% | -18.2% |
| All | +153.3% | +278.6% | -125.3% | -26.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CNQ.
Daily Out/Under-Performance
Portfolio return minus CNQ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNQ 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 CNQ 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