+174.0%
EOG vs KMB
-9.5%
+183.6%
-33.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -1.9% | +2.1% | 0.0% |
| 7D | -2.0% | -2.7% | +0.7% | -2.2% |
| 30D | +7.9% | -5.0% | +12.9% | +7.6% |
| 3M | +4.5% | +6.6% | -2.1% | +4.7% |
| 6M | +12.3% | +1.0% | +11.3% | +12.8% |
| YTD | +41.9% | +6.0% | +35.9% | +42.4% |
| 1Y | +27.8% | -16.6% | +44.5% | +28.0% |
| 3Y | +21.8% | -8.6% | +30.4% | +22.3% |
| 5Y | +174.0% | -10.9% | +184.9% | +182.5% |
| All | +174.0% | -9.5% | +183.6% | +182.5% |
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