+257.6%
XOM vs KMI
+107.5%
+150.1%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.8% | +4.0% | +3.1% |
| 7D | 0.0% | -1.8% | +1.8% | +0.9% |
| 30D | +3.4% | +0.1% | +3.4% | +3.2% |
| 3M | +11.0% | +1.2% | +9.8% | +10.1% |
| 6M | +10.6% | -3.9% | +14.5% | +12.7% |
| YTD | +39.2% | +17.5% | +21.7% | +27.7% |
| 1Y | +52.7% | +22.6% | +30.1% | +36.7% |
| 3Y | +56.8% | +116.3% | -59.5% | +2.2% |
| 5Y | +261.8% | +157.6% | +104.2% | +118.9% |
| 10Y | +191.3% | +136.6% | +54.7% | +77.1% |
| All | +257.6% | +107.5% | +150.1% | +105.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling