+175.8%
KDP vs XOP
+52.0%
+123.8%
-36.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +1.7% | -1.8% | -0.3% |
| 7D | +2.1% | +0.6% | +1.5% | +2.0% |
| 30D | +8.5% | +16.5% | -8.1% | +6.8% |
| 3M | +6.6% | +15.7% | -9.1% | +5.0% |
| 6M | +17.1% | +19.2% | -2.1% | +14.7% |
| YTD | +19.0% | +55.0% | -35.9% | +13.5% |
| 1Y | +21.8% | +54.2% | -32.4% | +16.0% |
| 3Y | +6.4% | +35.9% | -29.4% | +1.9% |
| 5Y | +5.1% | +162.4% | -157.3% | -8.1% |
| 10Y | +175.8% | +50.2% | +125.7% | +117.7% |
| All | +175.8% | +52.0% | +123.8% | +117.7% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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