+82.5%
XOP vs KMB
+270.7%
-188.2%
-90.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KMB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.8% | -0.2% |
| 7D | +2.6% | -3.0% | +5.6% | +3.8% |
| 30D | +15.4% | -5.5% | +20.9% | +17.8% |
| 3M | +12.1% | +14.0% | -1.9% | +5.1% |
| 6M | +19.7% | +4.1% | +15.6% | +15.8% |
| YTD | +52.4% | +8.0% | +44.3% | +44.8% |
| 1Y | +47.6% | -13.7% | +61.3% | +53.3% |
| 3Y | +34.4% | -5.9% | +40.3% | +30.3% |
| 5Y | +154.4% | -8.6% | +163.0% | +142.7% |
| 10Y | +54.7% | +17.3% | +37.4% | +16.2% |
| All | +82.5% | +270.7% | -188.2% | -53.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling