+17.5%
CL vs KVUE
-20.4%
+37.9%
-29.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.2% | -0.4% | -0.2% |
| 7D | -2.4% | -6.1% | +3.7% | -0.8% |
| 30D | -4.8% | -5.6% | +0.8% | -3.3% |
| 3M | -1.7% | -0.3% | -1.4% | -1.5% |
| 6M | -3.8% | +1.4% | -5.2% | -4.1% |
| YTD | +13.3% | +6.7% | +6.5% | +11.8% |
| 1Y | +8.3% | +1.0% | +7.3% | +8.3% |
| 3Y | +28.8% | -5.4% | +34.2% | +30.8% |
| All | +17.5% | -20.4% | +37.9% | +23.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling