+273.3%
CEG vs KVUE
-20.4%
+293.7%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.2% | -2.9% | -2.7% |
| 7D | +0.3% | -6.1% | +6.4% | +0.5% |
| 30D | +2.9% | -5.6% | +8.5% | +3.1% |
| 3M | +18.2% | -0.3% | +18.5% | +18.1% |
| 6M | -9.5% | +1.4% | -10.9% | -9.8% |
| YTD | -18.7% | +6.7% | -25.4% | -19.0% |
| 1Y | -10.1% | +1.0% | -11.1% | -10.0% |
| 3Y | +168.3% | -5.4% | +173.7% | +169.4% |
| All | +273.3% | -20.4% | +293.7% | +275.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling