+52.4%
XOP vs CRBG
+7.7%
+44.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CRBG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.4% | -1.3% | +0.2% |
| 7D | +2.6% | +0.6% | +2.0% | +2.7% |
| 30D | +9.6% | +2.6% | +7.0% | +9.8% |
| 3M | +20.4% | +24.0% | -3.6% | +21.6% |
| 6M | +19.9% | +50.5% | -30.6% | +20.7% |
| YTD | +56.4% | +17.1% | +39.3% | +62.4% |
| 1Y | +52.4% | +5.9% | +46.6% | +57.4% |
| All | +52.4% | +7.7% | +44.7% | +57.4% |
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