+700.8%
KR vs XOP
+87.1%
+613.7%
-52.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | +0.6% | -1.9% | -1.4% |
| 7D | -3.1% | +1.0% | -4.0% | -3.2% |
| 30D | +0.6% | +10.8% | -10.2% | -0.8% |
| 3M | -9.8% | +19.5% | -29.2% | -12.1% |
| 6M | -22.1% | +21.6% | -43.7% | -24.4% |
| YTD | -8.1% | +55.8% | -63.9% | -13.8% |
| 1Y | -14.7% | +54.6% | -69.3% | -20.0% |
| 3Y | +28.6% | +36.6% | -8.1% | +21.2% |
| 5Y | +36.4% | +160.6% | -124.3% | +14.9% |
| 10Y | +120.8% | +56.2% | +64.5% | +90.0% |
| All | +700.8% | +87.1% | +613.7% | +464.0% |
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 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