+117.2%
KMI vs XOP
+3.9%
+113.3%
-72.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.9% | -1.2% | -0.7% |
| 7D | +6.5% | +6.3% | +0.2% | +3.5% |
| 30D | -3.4% | -6.6% | +3.2% | -0.4% |
| 3M | +0.4% | +3.6% | -3.2% | -1.5% |
| 6M | -0.9% | +10.8% | -11.7% | -6.2% |
| YTD | +20.5% | +48.3% | -27.8% | -1.5% |
| 1Y | +23.2% | +42.9% | -19.8% | +2.4% |
| 3Y | +121.6% | +43.3% | +78.3% | +79.4% |
| 5Y | +149.1% | +94.0% | +55.1% | +68.2% |
| 10Y | +158.3% | +53.7% | +104.5% | +65.4% |
| All | +117.2% | +3.9% | +113.3% | +46.5% |
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