+1,117.5%
KDP vs XOP
-0.7%
+1,118.2%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | 0.0% | -0.8% |
| 7D | +1.3% | +2.6% | -1.3% | +0.9% |
| 30D | +6.0% | +15.4% | -9.5% | +3.7% |
| 3M | +9.2% | +12.1% | -2.9% | +7.1% |
| 6M | +14.7% | +19.7% | -5.0% | +11.1% |
| YTD | +19.2% | +52.4% | -33.2% | +11.1% |
| 1Y | +15.2% | +47.6% | -32.4% | +7.7% |
| 3Y | +6.0% | +34.4% | -28.4% | -0.7% |
| 5Y | +5.4% | +154.4% | -149.0% | -13.4% |
| 10Y | +171.9% | +54.7% | +117.2% | +120.8% |
| All | +1,117.5% | -0.7% | +1,118.2% | +729.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling