-6.3%
ORLY vs KMB
+9.5%
-15.8%
-18.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | -0.1% |
| 7D | +2.6% | +0.9% | +1.6% | +2.1% |
| 30D | +6.3% | +10.1% | -3.7% | +2.3% |
| 3M | -0.4% | 0.0% | -0.5% | -0.8% |
| 6M | +2.8% | +15.7% | -12.9% | -2.2% |
| YTD | +1.1% | +12.6% | -11.6% | -2.0% |
| 1Y | -6.3% | +10.1% | -16.4% | -8.6% |
| All | -6.3% | +9.5% | -15.8% | -8.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling