+2,986.0%
KLAC vs XLE
+175.5%
+2,810.5%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XLE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +0.8% | -4.0% | -3.6% |
| 7D | +6.2% | +0.3% | +5.9% | +6.0% |
| 30D | -5.0% | +8.5% | -13.5% | -8.6% |
| 3M | -14.4% | +14.6% | -29.0% | -20.3% |
| 6M | +28.3% | +17.6% | +10.7% | +16.8% |
| YTD | +51.1% | +48.1% | +3.0% | +22.2% |
| 1Y | +100.4% | +53.8% | +46.6% | +58.5% |
| 3Y | +276.3% | +56.2% | +220.1% | +193.4% |
| 5Y | +452.1% | +227.7% | +224.3% | +187.2% |
| 10Y | +2,986.0% | +181.3% | +2,804.7% | +1,479.5% |
| All | +2,986.0% | +175.5% | +2,810.5% | +1,479.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling