+52.6%
XOM vs KMB
+11.9%
+40.7%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +4.1% | -8.8% | -3.9% |
| 7D | -7.0% | +0.4% | -7.4% | -6.8% |
| 30D | +3.2% | +14.0% | -10.8% | +5.5% |
| 3M | +10.7% | -1.3% | +12.0% | +10.8% |
| 6M | +11.6% | +16.7% | -5.1% | +14.1% |
| YTD | +43.5% | +12.0% | +31.5% | +48.2% |
| 1Y | +52.6% | +13.6% | +39.0% | +57.7% |
| All | +52.6% | +11.9% | +40.7% | +57.7% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling