+226.0%
XLE vs KEEL
-41.3%
+267.3%
-26.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -7.3% | +6.7% | -0.3% |
| 7D | +0.5% | +2.7% | -2.2% | +0.4% |
| 30D | +6.6% | +4.6% | +2.0% | +6.2% |
| 3M | +12.3% | -34.5% | +46.7% | +13.5% |
| 6M | +18.4% | +59.3% | -40.9% | +14.0% |
| YTD | +47.2% | +46.4% | +0.8% | +41.6% |
| 1Y | +50.3% | +96.6% | -46.3% | +39.9% |
| 3Y | +55.3% | +182.0% | -126.7% | +33.7% |
| 5Y | +226.0% | -38.2% | +264.2% | +191.7% |
| All | +226.0% | -41.3% | +267.3% | +191.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling