+166.0%
CVX vs KMB
-9.5%
+175.5%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.9% | +2.5% | +0.6% |
| 7D | -0.6% | -2.7% | +2.1% | -0.5% |
| 30D | +13.4% | -5.0% | +18.5% | +13.6% |
| 3M | +11.8% | +6.6% | +5.3% | +11.4% |
| 6M | +12.4% | +1.0% | +11.5% | +12.6% |
| YTD | +41.5% | +6.0% | +35.5% | +41.1% |
| 1Y | +41.6% | -16.6% | +58.2% | +43.6% |
| 3Y | +42.2% | -8.6% | +50.9% | +43.7% |
| 5Y | +166.0% | -10.9% | +176.8% | +174.6% |
| All | +166.0% | -9.5% | +175.5% | +174.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KMB.
Daily Out/Under-Performance
Portfolio return minus KMB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KMB 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 KMB 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