+47.6%
XOP vs CRBG
+3.6%
+44.0%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -0.8% | 0.0% | -0.9% |
| 7D | +2.6% | +5.7% | -3.1% | +2.9% |
| 30D | +15.4% | +2.6% | +12.8% | +15.6% |
| 3M | +12.1% | +31.6% | -19.5% | +13.3% |
| 6M | +19.7% | +32.8% | -13.2% | +22.2% |
| YTD | +52.4% | +16.5% | +35.9% | +58.1% |
| 1Y | +47.6% | +6.1% | +41.5% | +52.2% |
| All | +47.6% | +3.6% | +44.0% | +52.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CRBG.
Daily Out/Under-Performance
Portfolio return minus CRBG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRBG 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 1y: compounded portfolio wealth divided by compounded CRBG 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…
1y analysis · Full analysis span regression · 6 months rolling