+37.0%
ORLY vs KMB
-12.8%
+49.8%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.1% | +4.3% | +1.5% |
| 7D | -1.0% | -8.6% | +7.6% | +1.7% |
| 30D | -6.7% | -7.5% | +0.9% | -4.5% |
| 3M | -3.8% | -0.6% | -3.2% | -3.5% |
| 6M | -9.0% | -1.5% | -7.5% | -8.7% |
| YTD | -5.6% | +1.6% | -7.2% | -6.1% |
| 1Y | -19.5% | -20.8% | +1.3% | -14.4% |
| All | +37.0% | -12.8% | +49.8% | +42.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling