+79.6%
XOM vs KMB
+2.5%
+77.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.1% | -1.6% | +0.5% |
| 7D | +2.8% | +0.9% | +1.9% | +2.9% |
| 30D | -3.6% | +10.1% | -13.7% | -3.5% |
| 3M | +8.2% | 0.0% | +8.2% | +8.4% |
| 6M | +14.0% | +15.7% | -1.6% | +13.8% |
| YTD | +44.6% | +12.6% | +32.0% | +44.8% |
| 1Y | +47.8% | +10.1% | +37.6% | +48.2% |
| 3Y | +79.6% | +2.1% | +77.4% | +78.9% |
| All | +79.6% | +2.5% | +77.1% | +78.9% |
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 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