-56.0%
KHC vs XOP
+58.4%
-114.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.2% | -1.1% | -0.9% |
| 7D | -2.5% | +1.6% | -4.2% | -2.8% |
| 30D | +0.5% | +9.6% | -9.1% | -1.0% |
| 3M | +3.0% | +16.9% | -13.9% | +0.2% |
| 6M | +6.6% | +24.0% | -17.4% | +2.3% |
| YTD | +5.8% | +56.2% | -50.4% | -2.6% |
| 1Y | -2.2% | +51.8% | -54.0% | -9.7% |
| 3Y | -12.5% | +37.0% | -49.5% | -18.9% |
| 5Y | -13.6% | +163.4% | -177.0% | -32.0% |
| All | -56.0% | +58.4% | -114.4% | -68.2% |
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