+195.5%
VLO vs KMB
-5.6%
+201.1%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | -0.2% |
| 7D | +5.2% | -3.0% | +8.3% | +4.9% |
| 30D | +22.6% | -5.5% | +28.1% | +21.9% |
| 3M | +43.8% | +14.0% | +29.8% | +45.2% |
| 6M | +65.7% | +4.1% | +61.7% | +67.4% |
| YTD | +131.1% | +8.0% | +123.1% | +132.8% |
| 1Y | +143.6% | -13.7% | +157.4% | +148.2% |
| All | +195.5% | -5.6% | +201.1% | +186.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling