+1,308.1%
OXY vs KMB
+1,906.2%
-598.1%
-88.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +2.1% | -1.5% | +0.1% |
| 7D | +4.2% | +0.9% | +3.3% | +3.9% |
| 30D | -4.3% | +10.1% | -14.4% | -7.0% |
| 3M | +2.3% | 0.0% | +2.2% | +1.8% |
| 6M | +5.5% | +15.7% | -10.1% | +0.4% |
| YTD | +44.9% | +12.6% | +32.2% | +38.1% |
| 1Y | +42.6% | +10.1% | +32.5% | +36.7% |
| 3Y | +0.7% | +2.1% | -1.4% | -3.1% |
| 5Y | +96.9% | -0.7% | +97.5% | +87.8% |
| 10Y | +18.8% | +38.5% | -19.7% | -0.1% |
| All | +1,308.1% | +1,906.2% | -598.1% | +542.8% |
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