+3,160.1%
CLS vs KVUE
-20.4%
+3,180.6%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.6% | -0.1% | +6.6% | +6.5% |
| 7D | +10.9% | -5.1% | +16.1% | +9.8% |
| 30D | +2.1% | -6.3% | +8.4% | +0.9% |
| 3M | -10.2% | -0.5% | -9.7% | -10.1% |
| 6M | +30.4% | +3.1% | +27.3% | +31.6% |
| YTD | +17.2% | +6.7% | +10.5% | +19.2% |
| 1Y | +41.0% | -1.1% | +42.2% | +42.3% |
| 3Y | +1,338.0% | -8.7% | +1,346.7% | +1,341.4% |
| All | +3,160.1% | -20.4% | +3,180.6% | +3,206.6% |
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