+161.6%
OXY vs KMB
-14.2%
+175.8%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -4.1% | +5.2% | +0.7% |
| 7D | +0.6% | -8.6% | +9.2% | -0.2% |
| 30D | +4.5% | -7.5% | +12.0% | +3.8% |
| 3M | +8.9% | -0.6% | +9.5% | +8.8% |
| 6M | +12.5% | -1.5% | +14.0% | +12.8% |
| YTD | +50.5% | +1.6% | +48.9% | +51.0% |
| 1Y | +38.6% | -20.8% | +59.4% | +37.8% |
| 3Y | -1.2% | -12.4% | +11.1% | -0.5% |
| 5Y | +161.6% | -12.9% | +174.6% | +164.2% |
| All | +161.6% | -14.2% | +175.8% | +164.2% |
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 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