+146.4%
KMI vs XOP
+94.3%
+52.1%
-20.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | +6.5% | +6.3% | +0.2% | +3.7% |
| 30D | -3.4% | -6.6% | +3.2% | -0.6% |
| 3M | +0.4% | +3.6% | -3.2% | -1.4% |
| 6M | -0.9% | +10.8% | -11.7% | -5.8% |
| YTD | +20.5% | +48.3% | -27.8% | -0.3% |
| 1Y | +23.2% | +42.9% | -19.8% | +3.5% |
| 3Y | +121.6% | +43.3% | +78.3% | +81.7% |
| All | +146.4% | +94.3% | +52.1% | +73.4% |
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