+54.2%
XOP vs KEY
+19.7%
+34.5%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.8% | +3.4% | +1.6% |
| 7D | +0.6% | +2.7% | -2.1% | +0.6% |
| 30D | +16.5% | -3.2% | +19.7% | +16.5% |
| 3M | +15.7% | +1.0% | +14.8% | +15.3% |
| 6M | +19.2% | +11.9% | +7.3% | +16.7% |
| YTD | +55.0% | +8.7% | +46.2% | +52.0% |
| 1Y | +54.2% | +18.5% | +35.7% | +43.1% |
| All | +54.2% | +19.7% | +34.5% | +43.1% |
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