-21.1%
KWEB vs XOP
+22.9%
-44.1%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +0.2% | -1.6% | -1.3% |
| 7D | -4.3% | +1.6% | -5.9% | -3.9% |
| 30D | -13.0% | +9.6% | -22.6% | -11.0% |
| 3M | -7.6% | +16.9% | -24.5% | -4.2% |
| 6M | -21.1% | +24.0% | -45.2% | -14.8% |
| All | -21.1% | +22.9% | -44.1% | -14.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling