+47.6%
XOP vs KGC
+43.6%
+3.9%
-18.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KGC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -2.3% | +1.4% | -1.0% |
| 7D | +2.6% | -1.3% | +3.8% | +2.5% |
| 30D | +15.4% | +20.3% | -4.8% | +17.5% |
| 3M | +12.1% | +8.1% | +4.0% | +13.8% |
| 6M | +19.7% | -8.8% | +28.4% | +21.8% |
| YTD | +52.4% | +10.1% | +42.3% | +52.2% |
| 1Y | +47.6% | +44.2% | +3.3% | +49.4% |
| All | +47.6% | +43.6% | +3.9% | +49.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KGC.
Daily Out/Under-Performance
Portfolio return minus KGC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KGC 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 KGC 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