+49.9%
XLE vs KMI
+26.0%
+23.9%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | -4.1% | -0.6% | -2.1% |
| 7D | -7.2% | -5.2% | -2.0% | -3.9% |
| 30D | +0.1% | +1.2% | -1.1% | -0.5% |
| 3M | +9.2% | +1.3% | +7.9% | +8.2% |
| 6M | +8.4% | -1.1% | +9.5% | +9.1% |
| YTD | +44.9% | +19.0% | +25.9% | +30.1% |
| 1Y | +49.9% | +26.6% | +23.3% | +28.0% |
| All | +49.9% | +26.0% | +23.9% | +28.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling