+52.6%
XOM vs KEY
+29.6%
+23.0%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +1.5% | -6.1% | -4.3% |
| 7D | -7.0% | +1.7% | -8.7% | -6.7% |
| 30D | +3.2% | +6.8% | -3.6% | +4.3% |
| 3M | +10.7% | -5.8% | +16.5% | +9.6% |
| 6M | +11.6% | +1.4% | +10.2% | +12.2% |
| YTD | +43.5% | +7.5% | +36.0% | +43.3% |
| 1Y | +52.6% | +29.6% | +23.0% | +44.2% |
| All | +52.6% | +29.6% | +23.0% | +44.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KEY.
Daily Out/Under-Performance
Portfolio return minus KEY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KEY 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 KEY 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