+3,038.3%
CLS vs KVUE
-20.6%
+3,058.9%
-54.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -3.5% | +4.6% | +0.4% |
| 7D | +20.1% | -7.2% | +27.3% | +18.4% |
| 30D | +6.0% | -5.7% | +11.7% | +4.9% |
| 3M | -10.3% | +0.2% | -10.4% | -10.1% |
| 6M | +24.5% | 0.0% | +24.5% | +25.0% |
| YTD | +12.9% | +6.5% | +6.3% | +14.7% |
| 1Y | +36.7% | -1.4% | +38.1% | +37.9% |
| 3Y | +1,328.1% | -5.6% | +1,333.7% | +1,325.4% |
| All | +3,038.3% | -20.6% | +3,058.9% | +3,082.0% |
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