+44.0%
XOP vs KMB
+38.4%
+5.7%
-82.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -1.0% | +1.8% | +0.9% |
| 7D | -8.4% | +6.0% | -14.4% | -8.8% |
| 30D | -8.4% | +13.5% | -21.8% | -9.4% |
| 3M | +0.2% | +3.8% | -3.6% | -0.2% |
| 6M | +7.2% | +15.6% | -8.4% | +5.3% |
| YTD | +40.8% | +14.0% | +26.8% | +38.3% |
| 1Y | +36.3% | +12.9% | +23.3% | +34.0% |
| 3Y | +37.2% | +3.7% | +33.5% | +34.4% |
| 5Y | +86.6% | -0.1% | +86.7% | +82.1% |
| 10Y | +44.0% | +41.1% | +2.9% | +38.8% |
| All | +44.0% | +38.4% | +5.7% | +38.8% |
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