+1,332.5%
OXY vs KMB
+1,824.3%
-491.8%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.6% | +0.7% | -0.5% |
| 7D | +1.6% | -3.0% | +4.6% | +2.4% |
| 30D | +11.6% | -5.5% | +17.1% | +13.1% |
| 3M | +2.8% | +14.0% | -11.2% | -1.4% |
| 6M | +13.0% | +4.1% | +9.0% | +10.6% |
| YTD | +47.4% | +8.0% | +39.3% | +42.6% |
| 1Y | +31.5% | -13.7% | +45.2% | +34.8% |
| 3Y | -1.9% | -5.9% | +4.0% | -3.1% |
| 5Y | +148.0% | -8.6% | +156.6% | +143.0% |
| 10Y | +2.3% | +17.3% | -15.0% | -9.2% |
| All | +1,332.5% | +1,824.3% | -491.8% | +563.9% |
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 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