+35.1%
XOP vs KEY
+122.6%
-87.5%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KEY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +0.3% | -1.1% | -0.9% |
| 7D | +2.6% | +2.2% | +0.4% | +1.8% |
| 30D | +15.4% | -3.0% | +18.5% | +16.5% |
| 3M | +12.1% | +3.3% | +8.7% | +10.3% |
| 6M | +19.7% | +9.2% | +10.5% | +14.8% |
| YTD | +52.4% | +10.6% | +41.7% | +45.0% |
| 1Y | +47.6% | +20.4% | +27.2% | +35.2% |
| All | +35.1% | +122.6% | -87.5% | +2.2% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling