+257.2%
XOM vs KR
+52.3%
+204.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.7% | -2.2% | 0.0% |
| 7D | +4.1% | -0.2% | +4.3% | +4.1% |
| 30D | +4.6% | +5.1% | -0.5% | +3.7% |
| 3M | +14.0% | -8.2% | +22.1% | +15.4% |
| 6M | +11.0% | -18.0% | +29.0% | +14.5% |
| YTD | +40.7% | -4.8% | +45.5% | +41.9% |
| 1Y | +52.3% | -11.0% | +63.3% | +54.9% |
| 3Y | +60.5% | +37.7% | +22.8% | +49.3% |
| All | +257.2% | +52.3% | +204.9% | +230.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling