+8,127.6%
KLAC vs XOP
+87.5%
+8,040.1%
-75.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +0.2% | -3.4% | -3.2% |
| 7D | +2.5% | +1.6% | +0.8% | +1.8% |
| 30D | -11.5% | +9.6% | -21.1% | -14.6% |
| 3M | -16.9% | +16.9% | -33.9% | -22.3% |
| 6M | +22.2% | +24.0% | -1.8% | +10.5% |
| YTD | +46.4% | +56.2% | -9.8% | +20.6% |
| 1Y | +91.0% | +51.8% | +39.2% | +58.6% |
| 3Y | +264.6% | +37.0% | +227.6% | +212.2% |
| 5Y | +430.6% | +163.4% | +267.2% | +244.4% |
| 10Y | +2,889.3% | +56.6% | +2,832.7% | +1,911.7% |
| All | +8,127.6% | +87.5% | +8,040.1% | +3,965.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling