+48.3%
XLE vs KEEL
+169.0%
-120.7%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.6% | -4.4% | -0.8% |
| 7D | +2.2% | +7.8% | -5.6% | +2.3% |
| 30D | +11.8% | -11.7% | +23.5% | +11.7% |
| 3M | +9.8% | -41.5% | +51.3% | +9.8% |
| 6M | +15.6% | +54.9% | -39.3% | +15.1% |
| YTD | +45.3% | +47.7% | -2.4% | +44.3% |
| 1Y | +48.3% | +177.6% | -129.3% | +48.6% |
| All | +48.3% | +169.0% | -120.7% | +48.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KEEL.
Daily Out/Under-Performance
Portfolio return minus KEEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEEL 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 KEEL 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