+181.3%
XLE vs KMI
+132.8%
+48.5%
-66.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.8% | +2.6% | +2.3% |
| 7D | +0.3% | -1.8% | +2.1% | +1.8% |
| 30D | +8.5% | +0.1% | +8.5% | +8.2% |
| 3M | +14.6% | +1.2% | +13.5% | +13.1% |
| 6M | +17.6% | -3.9% | +21.5% | +20.8% |
| YTD | +48.1% | +17.5% | +30.6% | +28.3% |
| 1Y | +53.8% | +22.6% | +31.1% | +27.9% |
| 3Y | +56.2% | +116.3% | -60.1% | -23.5% |
| 5Y | +227.7% | +157.6% | +70.1% | +39.4% |
| 10Y | +181.3% | +136.6% | +44.7% | +25.8% |
| All | +181.3% | +132.8% | +48.5% | +25.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling