+42.9%
XOP vs CSGP
-54.8%
+97.7%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +2.9% | -1.9% | +0.8% |
| 7D | +6.3% | +1.3% | +5.0% | +6.3% |
| 30D | -6.6% | +2.8% | -9.4% | -6.9% |
| 3M | +3.6% | -6.3% | +9.9% | +3.4% |
| 6M | +10.8% | -3.2% | +13.9% | +10.9% |
| YTD | +48.3% | -54.0% | +102.2% | +54.0% |
| 1Y | +42.9% | -54.8% | +97.8% | +48.8% |
| All | +42.9% | -54.8% | +97.7% | +48.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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