+50.2%
XOP vs KMB
+15.9%
+34.3%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -1.9% | +3.6% | +1.9% |
| 7D | +0.6% | -2.7% | +3.3% | +0.9% |
| 30D | +16.5% | -5.0% | +21.6% | +17.1% |
| 3M | +15.7% | +6.6% | +9.2% | +14.5% |
| 6M | +19.2% | +1.0% | +18.2% | +18.7% |
| YTD | +55.0% | +6.0% | +49.0% | +53.1% |
| 1Y | +54.2% | -16.6% | +70.8% | +57.5% |
| 3Y | +35.9% | -8.6% | +44.5% | +35.4% |
| 5Y | +162.4% | -10.9% | +173.3% | +160.4% |
| 10Y | +50.2% | +16.8% | +33.3% | +45.8% |
| All | +50.2% | +15.9% | +34.3% | +45.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling