+2,959.5%
CLS vs KVUE
-20.4%
+2,979.8%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.2% | -2.7% | -2.5% |
| 7D | +5.0% | -6.1% | +11.1% | +3.7% |
| 30D | +4.8% | -5.6% | +10.4% | +3.7% |
| 3M | -10.4% | -0.3% | -10.0% | -10.3% |
| 6M | +20.8% | +1.4% | +19.4% | +21.6% |
| YTD | +10.0% | +6.7% | +3.3% | +11.9% |
| 1Y | +28.5% | +1.0% | +27.6% | +30.2% |
| 3Y | +1,292.2% | -5.4% | +1,297.6% | +1,290.2% |
| All | +2,959.5% | -20.4% | +2,979.8% | +3,003.4% |
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 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