+50.3%
XOP vs KMB
+36.1%
+14.1%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -1.5% | +3.2% | +1.8% |
| 7D | +5.2% | -3.0% | +8.1% | +5.4% |
| 30D | -8.4% | +9.1% | -17.4% | -9.2% |
| 3M | +2.9% | -0.4% | +3.4% | +2.9% |
| 6M | +8.8% | +13.0% | -4.1% | +7.0% |
| YTD | +46.9% | +10.3% | +36.6% | +44.6% |
| 1Y | +41.5% | +8.2% | +33.3% | +39.6% |
| 3Y | +43.1% | +0.4% | +42.7% | +40.6% |
| 5Y | +92.2% | -2.7% | +94.9% | +87.7% |
| All | +50.3% | +36.1% | +14.1% | +43.2% |
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