+255.6%
XOM vs KMI
+152.1%
+103.5%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.5% | +2.1% | +1.6% |
| 7D | +1.9% | -2.1% | +3.9% | +3.2% |
| 30D | +4.1% | -1.7% | +5.8% | +5.0% |
| 3M | +10.4% | -1.9% | +12.3% | +11.4% |
| 6M | +13.0% | -4.3% | +17.4% | +15.9% |
| YTD | +40.1% | +15.8% | +24.3% | +26.0% |
| 1Y | +51.1% | +17.6% | +33.5% | +34.0% |
| 3Y | +57.7% | +113.1% | -55.4% | -20.5% |
| All | +255.6% | +152.1% | +103.5% | +48.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling