+288.8%
KLAC vs XLE
+55.7%
+233.2%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2023-09-08 to 2026-09-08.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.1% | +0.7% | +1.5% |
| 7D | +10.6% | 0.0% | +10.6% | +10.6% |
| 30D | -4.5% | +12.6% | -17.1% | -7.9% |
| 3M | -10.3% | +11.8% | -22.1% | -13.3% |
| 6M | +40.9% | +16.1% | +24.8% | +32.0% |
| YTD | +56.1% | +46.9% | +9.2% | +28.3% |
| 1Y | +109.0% | +53.3% | +55.8% | +66.7% |
| 3Y | +288.8% | +54.9% | +233.9% | +206.4% |
| All | +288.8% | +55.7% | +233.2% | +206.4% |
Cumulative growth
Daily Returns
Daily percentage return beside XLE.
Daily Out/Under-Performance
Portfolio return minus XLE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLE 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 2023-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded XLE 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…
2023-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling