+1,278.3%
KDP vs XOP
-9.2%
+1,287.5%
-55.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.2% | -0.5% | -0.7% |
| 7D | +2.2% | -14.7% | +16.9% | +4.5% |
| 30D | +19.9% | -7.7% | +27.6% | +21.2% |
| 3M | +21.5% | +4.4% | +17.0% | +20.3% |
| 6M | +30.1% | +3.5% | +26.6% | +28.7% |
| YTD | +34.9% | +39.4% | -4.5% | +27.2% |
| 1Y | +43.4% | +39.8% | +3.6% | +35.0% |
| 3Y | +29.1% | +29.7% | -0.6% | +21.4% |
| 5Y | +15.0% | +78.6% | -63.6% | +0.1% |
| 10Y | +234.1% | +51.8% | +182.2% | +170.7% |
| All | +1,278.3% | -9.2% | +1,287.5% | +849.1% |
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