+154.0%
KMI vs XOP
+156.4%
-2.4%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | +0.2% | -1.7% | -1.6% |
| 7D | -2.1% | +1.6% | -3.7% | -2.7% |
| 30D | -1.7% | +9.6% | -11.3% | -5.6% |
| 3M | -1.9% | +16.9% | -18.8% | -8.6% |
| 6M | -4.3% | +24.0% | -28.4% | -13.8% |
| YTD | +15.8% | +56.2% | -40.4% | -6.2% |
| 1Y | +17.6% | +51.8% | -34.2% | -3.9% |
| 3Y | +113.1% | +37.0% | +76.2% | +79.0% |
| 5Y | +154.0% | +163.4% | -9.4% | +54.1% |
| All | +154.0% | +156.4% | -2.4% | +54.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling