+2,896.3%
KLAC vs XOP
+58.6%
+2,837.7%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.1% | +1.8% | +1.9% |
| 7D | -2.7% | +2.6% | -5.3% | -3.5% |
| 30D | -13.2% | +9.6% | -22.8% | -15.8% |
| 3M | -25.0% | +20.4% | -45.4% | -29.8% |
| 6M | +23.6% | +19.9% | +3.7% | +14.4% |
| YTD | +49.2% | +56.4% | -7.2% | +25.4% |
| 1Y | +89.3% | +52.4% | +36.9% | +60.0% |
| 3Y | +274.4% | +39.9% | +234.5% | +223.1% |
| 5Y | +440.9% | +163.7% | +277.2% | +273.7% |
| All | +2,896.3% | +58.6% | +2,837.7% | +1,883.0% |
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