+133.0%
EOG vs KMB
+36.1%
+96.9%
-77.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.2% | -1.5% | +2.7% | +1.3% |
| 7D | +7.4% | -3.0% | +10.4% | +7.6% |
| 30D | +2.3% | +9.1% | -6.8% | +1.4% |
| 3M | +9.5% | -0.4% | +9.9% | +9.4% |
| 6M | +17.7% | +13.0% | +4.7% | +15.9% |
| YTD | +52.9% | +10.3% | +42.6% | +50.8% |
| 1Y | +47.7% | +8.2% | +39.4% | +45.9% |
| 3Y | +41.1% | +0.4% | +40.8% | +39.1% |
| 5Y | +108.2% | -2.7% | +110.9% | +104.5% |
| All | +133.0% | +36.1% | +96.9% | +132.3% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling