+81.9%
XOP vs KVUE
-20.4%
+102.3%
-35.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | +2.6% | -5.1% | +7.7% | +2.9% |
| 30D | +9.6% | -6.3% | +15.9% | +9.9% |
| 3M | +20.4% | -0.5% | +20.9% | +20.2% |
| 6M | +19.9% | +3.1% | +16.8% | +19.3% |
| YTD | +56.4% | +6.7% | +49.7% | +55.0% |
| 1Y | +52.4% | -1.1% | +53.6% | +52.1% |
| 3Y | +39.9% | -8.7% | +48.6% | +40.3% |
| All | +81.9% | -20.4% | +102.3% | +90.4% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 5y: compounded portfolio wealth divided by compounded KVUE 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…
5y analysis · Full analysis span regression · 6 months rolling