+261.8%
XOM vs KMB
-14.2%
+276.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -4.1% | +6.3% | +2.2% |
| 7D | 0.0% | -8.6% | +8.7% | +0.1% |
| 30D | +3.4% | -7.5% | +11.0% | +3.5% |
| 3M | +11.0% | -0.6% | +11.6% | +10.8% |
| 6M | +10.6% | -1.5% | +12.2% | +10.7% |
| YTD | +39.2% | +1.6% | +37.6% | +39.1% |
| 1Y | +52.7% | -20.8% | +73.5% | +54.4% |
| 3Y | +56.8% | -12.4% | +69.2% | +58.0% |
| 5Y | +261.8% | -12.9% | +274.7% | +268.2% |
| All | +261.8% | -14.2% | +276.0% | +268.2% |
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