+35,889.1%
VLO vs KMB
+1,824.3%
+34,064.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.4% |
| 7D | +5.2% | -3.0% | +8.3% | +6.0% |
| 30D | +22.6% | -5.5% | +28.1% | +24.3% |
| 3M | +43.8% | +14.0% | +29.8% | +38.1% |
| 6M | +65.7% | +4.1% | +61.7% | +62.3% |
| YTD | +131.1% | +8.0% | +123.1% | +123.5% |
| 1Y | +143.6% | -13.7% | +157.4% | +149.5% |
| 3Y | +201.4% | -5.9% | +207.3% | +197.4% |
| 5Y | +568.9% | -8.6% | +577.5% | +555.5% |
| 10Y | +891.8% | +17.3% | +874.5% | +785.6% |
| All | +35,889.1% | +1,824.3% | +34,064.8% | +16,869.7% |
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