+56.2%
XOP vs CPB
-44.2%
+100.5%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.6% | 0.0% | +0.5% |
| 7D | +1.0% | -8.0% | +8.9% | +1.6% |
| 30D | +10.8% | -2.4% | +13.3% | +11.0% |
| 3M | +19.5% | +0.5% | +18.9% | +19.2% |
| 6M | +21.6% | -10.5% | +32.0% | +22.4% |
| YTD | +55.8% | -17.5% | +73.4% | +58.0% |
| 1Y | +54.6% | -31.0% | +85.7% | +59.4% |
| 3Y | +36.6% | -40.6% | +77.3% | +41.8% |
| 5Y | +160.6% | -37.7% | +198.4% | +167.3% |
| 10Y | +56.2% | -43.4% | +99.7% | +64.6% |
| All | +56.2% | -44.2% | +100.5% | +64.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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