+4,419.1%
XOM vs KR
+4,362.7%
+56.3%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.9% | -0.3% | +0.5% |
| 7D | +1.9% | -2.7% | +4.5% | +2.3% |
| 30D | +4.1% | +1.9% | +2.1% | +3.7% |
| 3M | +10.4% | -11.0% | +21.5% | +12.4% |
| 6M | +13.0% | -20.2% | +33.2% | +17.2% |
| YTD | +40.1% | -7.3% | +47.3% | +41.4% |
| 1Y | +51.1% | -13.1% | +64.2% | +54.1% |
| 3Y | +57.7% | +29.7% | +28.0% | +48.5% |
| 5Y | +264.7% | +48.8% | +216.0% | +231.4% |
| 10Y | +193.1% | +122.8% | +70.3% | +137.3% |
| All | +4,419.1% | +4,362.7% | +56.3% | +2,145.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling