-0.1%
OXY vs KMI
+107.5%
-107.6%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.8% | +2.9% | +2.5% |
| 7D | +0.6% | -1.8% | +2.4% | +2.0% |
| 30D | +4.5% | +0.1% | +4.5% | +4.1% |
| 3M | +8.9% | +1.2% | +7.7% | +7.7% |
| 6M | +12.5% | -3.9% | +16.4% | +15.6% |
| YTD | +50.5% | +17.5% | +33.0% | +31.4% |
| 1Y | +38.6% | +22.6% | +16.0% | +16.6% |
| 3Y | -1.2% | +116.3% | -117.5% | -49.6% |
| 5Y | +161.6% | +157.6% | +4.0% | +20.1% |
| 10Y | +5.3% | +136.6% | -131.3% | -42.4% |
| All | -0.1% | +107.5% | -107.6% | -47.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling