-33.9%
KWEB vs XOP
+45.9%
-79.8%
-39.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -6.4% | +10.9% | +3.4% |
| 7D | +5.8% | -10.5% | +16.3% | +4.1% |
| 30D | -1.0% | -4.3% | +3.4% | -1.7% |
| 3M | -15.8% | +4.7% | -20.5% | -15.5% |
| 6M | -14.9% | -0.1% | -14.9% | -15.2% |
| YTD | -28.6% | +43.8% | -72.4% | -32.4% |
| 1Y | -33.9% | +45.3% | -79.2% | -37.8% |
| All | -33.9% | +45.9% | -79.8% | -37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling