+200.5%
USO vs KMB
-9.5%
+210.1%
-36.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.9% | -1.9% | +4.8% | +2.3% |
| 7D | +3.6% | -2.7% | +6.3% | +2.7% |
| 30D | +23.8% | -5.0% | +28.8% | +22.0% |
| 3M | +8.1% | +6.6% | +1.5% | +10.3% |
| 6M | +34.3% | +1.0% | +33.3% | +37.0% |
| YTD | +111.1% | +6.0% | +105.2% | +117.3% |
| 1Y | +99.9% | -16.6% | +116.6% | +97.4% |
| 3Y | +86.5% | -8.6% | +95.1% | +88.7% |
| 5Y | +200.5% | -10.9% | +211.4% | +207.9% |
| All | +200.5% | -9.5% | +210.1% | +207.9% |
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 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