+4,261.5%
XOM vs KMB
+1,824.3%
+2,437.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -1.6% | -0.1% | -1.2% |
| 7D | +1.8% | -3.0% | +4.8% | +2.6% |
| 30D | +5.9% | -5.5% | +11.3% | +7.4% |
| 3M | +5.6% | +14.0% | -8.4% | +1.1% |
| 6M | +7.9% | +4.1% | +3.8% | +5.6% |
| YTD | +35.2% | +8.0% | +27.1% | +30.8% |
| 1Y | +46.0% | -13.7% | +59.7% | +50.1% |
| 3Y | +55.0% | -5.9% | +61.0% | +53.5% |
| 5Y | +246.3% | -8.6% | +254.9% | +241.1% |
| 10Y | +181.0% | +17.3% | +163.7% | +149.3% |
| All | +4,261.5% | +1,824.3% | +2,437.3% | +1,959.4% |
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