+6.8%
XLP vs KEEL
+104.8%
-97.9%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -7.3% | +7.3% | -0.1% |
| 7D | -2.5% | +2.7% | -5.2% | -2.5% |
| 30D | -1.9% | +4.6% | -6.4% | -1.7% |
| 3M | -2.1% | -34.5% | +32.3% | -2.4% |
| 6M | -1.8% | +59.3% | -61.1% | -2.3% |
| YTD | +8.3% | +46.4% | -38.1% | +7.7% |
| 1Y | +6.8% | +96.6% | -89.7% | +7.1% |
| All | +6.8% | +104.8% | -97.9% | +7.1% |
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