+1.7%
OXY vs KMI
+111.5%
-109.8%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.3% | +0.8% | +0.6% |
| 7D | +2.8% | -1.7% | +4.6% | +3.7% |
| 30D | +5.5% | -2.7% | +8.2% | +6.8% |
| 3M | +11.3% | -0.7% | +12.0% | +11.6% |
| 6M | +11.6% | -5.0% | +16.6% | +14.5% |
| YTD | +51.6% | +15.5% | +36.1% | +41.0% |
| 1Y | +36.2% | +16.4% | +19.8% | +25.9% |
| 3Y | +1.7% | +114.2% | -112.4% | -43.7% |
| All | +1.7% | +111.5% | -109.8% | -43.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KMI.
Daily Out/Under-Performance
Portfolio return minus KMI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMI 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 KMI 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