+361.0%
ORLY vs KMB
+14.6%
+346.4%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.3% | +0.7% | +0.5% |
| 7D | -2.4% | -6.5% | +4.1% | +0.1% |
| 30D | -6.8% | -8.8% | +2.0% | -3.5% |
| 3M | -4.8% | -2.2% | -2.6% | -4.1% |
| 6M | -9.1% | +0.7% | -9.7% | -9.6% |
| YTD | -5.9% | +1.0% | -6.9% | -6.7% |
| 1Y | -20.4% | -20.3% | -0.1% | -14.0% |
| 3Y | +36.6% | -13.3% | +49.9% | +41.0% |
| 5Y | +117.3% | -12.9% | +130.3% | +121.8% |
| All | +361.0% | +14.6% | +346.4% | +326.9% |
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