+290.3%
CEG vs KVUE
-17.7%
+308.0%
-50.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.9% | +1.9% | +0.1% |
| 7D | +6.7% | -1.9% | +8.6% | +6.7% |
| 30D | +11.0% | -3.3% | +14.3% | +11.1% |
| 3M | +19.5% | +6.0% | +13.5% | +19.1% |
| 6M | -5.9% | +2.3% | -8.2% | -6.1% |
| YTD | -15.0% | +10.3% | -25.3% | -15.4% |
| 1Y | +0.6% | +4.6% | -3.9% | +0.6% |
| 3Y | +180.6% | -2.2% | +182.8% | +181.4% |
| All | +290.3% | -17.7% | +308.0% | +291.8% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling