+35.2%
XOP vs KEY
+22.7%
+12.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.7% | -2.5% | +0.5% |
| 7D | -10.0% | -0.4% | -9.7% | -10.0% |
| 30D | -9.1% | +7.2% | -16.3% | -8.5% |
| 3M | +5.1% | -4.9% | +10.0% | +4.4% |
| 6M | +6.4% | +1.1% | +5.3% | +6.2% |
| YTD | +39.7% | +6.8% | +32.9% | +39.0% |
| All | +35.2% | +22.7% | +12.5% | +27.3% |
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