-3.1%
KHC vs XOP
+49.8%
-52.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | -0.8% | -1.4% | -2.2% |
| 7D | -3.3% | +2.6% | -5.9% | -3.3% |
| 30D | -3.4% | +15.4% | -18.9% | -3.7% |
| 3M | +12.6% | +12.1% | +0.5% | +12.2% |
| 6M | +7.0% | +19.7% | -12.7% | +5.5% |
| YTD | +6.1% | +52.4% | -46.3% | +2.0% |
| 1Y | -3.1% | +47.6% | -50.6% | -6.7% |
| All | -3.1% | +49.8% | -52.9% | -6.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling