-1.9%
KWEB vs XOP
+36.3%
-38.2%
-41.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +0.1% | +0.5% | +0.6% |
| 7D | -5.6% | +2.6% | -8.2% | -6.1% |
| 30D | -10.7% | +9.6% | -20.3% | -12.4% |
| 3M | -7.4% | +20.4% | -27.8% | -11.2% |
| 6M | -19.3% | +19.9% | -39.2% | -23.5% |
| YTD | -27.8% | +56.4% | -84.2% | -37.4% |
| 1Y | -35.9% | +52.4% | -88.4% | -44.2% |
| 3Y | -1.9% | +39.9% | -41.8% | -15.3% |
| All | -1.9% | +36.3% | -38.2% | -15.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling