+75.7%
XOM vs KVUE
-20.4%
+96.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.1% | +0.5% | +0.5% |
| 7D | +4.1% | -5.1% | +9.2% | +4.5% |
| 30D | +4.6% | -6.3% | +10.9% | +5.0% |
| 3M | +14.0% | -0.5% | +14.5% | +13.8% |
| 6M | +11.0% | +3.1% | +7.9% | +10.4% |
| YTD | +40.7% | +6.7% | +34.0% | +39.5% |
| 1Y | +52.3% | -1.1% | +53.4% | +52.2% |
| 3Y | +60.5% | -8.7% | +69.2% | +61.4% |
| All | +75.7% | -20.4% | +96.1% | +83.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 KVUE 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