+46.0%
XOM vs KR
-12.5%
+58.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | +1.8% | +1.5% | +0.3% | +1.4% |
| 30D | +5.9% | +4.1% | +1.8% | +4.8% |
| 3M | +5.6% | -5.2% | +10.8% | +7.1% |
| 6M | +7.9% | -12.8% | +20.6% | +13.0% |
| YTD | +35.2% | -4.6% | +39.8% | +38.7% |
| 1Y | +46.0% | -11.7% | +57.7% | +49.8% |
| All | +46.0% | -12.5% | +58.5% | +49.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KR.
Daily Out/Under-Performance
Portfolio return minus KR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KR 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 KR 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