+52.3%
XOM vs KWEB
-35.0%
+87.3%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KWEB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.7% | -0.2% | +0.5% |
| 7D | +4.1% | -5.6% | +9.7% | +3.5% |
| 30D | +4.6% | -10.7% | +15.3% | +3.6% |
| 3M | +14.0% | -7.4% | +21.4% | +13.4% |
| 6M | +11.0% | -19.3% | +30.3% | +10.6% |
| YTD | +40.7% | -27.8% | +68.5% | +41.9% |
| 1Y | +52.3% | -35.9% | +88.2% | +56.2% |
| All | +52.3% | -35.0% | +87.3% | +56.2% |
Cumulative growth
Daily Returns
Daily percentage return beside KWEB.
Daily Out/Under-Performance
Portfolio return minus KWEB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KWEB 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 KWEB 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