+47.5%
CCL vs KVUE
-8.9%
+56.4%
-42.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -4.3% | -6.1% | +1.8% | -3.1% |
| 30D | -19.0% | -5.6% | -13.4% | -18.0% |
| 3M | -13.1% | -0.3% | -12.7% | -12.9% |
| 6M | -13.3% | +1.4% | -14.7% | -13.4% |
| YTD | -25.2% | +6.7% | -32.0% | -25.8% |
| 1Y | -27.2% | +1.0% | -28.2% | -27.3% |
| All | +47.5% | -8.9% | +56.4% | +45.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling