+57,369.0%
ORLY vs KMB
+1,310.9%
+56,058.0%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.1% | -1.4% | 0.0% |
| 7D | +2.6% | +0.9% | +1.6% | +2.2% |
| 30D | +6.3% | +10.1% | -3.7% | +2.8% |
| 3M | -0.4% | 0.0% | -0.5% | -0.7% |
| 6M | +2.8% | +15.7% | -12.9% | -2.4% |
| YTD | +1.1% | +12.6% | -11.6% | -3.4% |
| 1Y | -6.3% | +10.1% | -16.4% | -9.8% |
| 3Y | +38.9% | +2.1% | +36.7% | +35.3% |
| 5Y | +113.1% | -0.7% | +113.7% | +108.1% |
| 10Y | +426.2% | +38.5% | +387.7% | +354.6% |
| All | +57,369.0% | +1,310.9% | +56,058.0% | +27,294.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling