+39.9%
XOP vs KEEL
+197.5%
-157.6%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.8% | -3.7% | 0.0% |
| 7D | +2.6% | +2.9% | -0.3% | +2.5% |
| 30D | +9.6% | +0.8% | +8.8% | +9.4% |
| 3M | +20.4% | -35.3% | +55.7% | +21.9% |
| 6M | +19.9% | +59.4% | -39.5% | +14.8% |
| YTD | +56.4% | +51.9% | +4.5% | +49.1% |
| 1Y | +52.4% | +75.0% | -22.6% | +41.2% |
| 3Y | +39.9% | +224.5% | -184.7% | +20.4% |
| All | +39.9% | +197.5% | -157.6% | +20.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling