-26.7%
CMCSA vs KVUE
-20.6%
-6.1%
-44.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.6% | -3.5% | -3.1% | -6.0% |
| 7D | -8.3% | -7.2% | -1.1% | -7.1% |
| 30D | -2.4% | -5.7% | +3.3% | -1.4% |
| 3M | +4.5% | +0.2% | +4.4% | +4.7% |
| 6M | -18.8% | 0.0% | -18.8% | -18.6% |
| YTD | -8.9% | +6.5% | -15.4% | -9.5% |
| 1Y | -18.3% | -1.4% | -16.9% | -17.8% |
| 3Y | -35.0% | -5.6% | -29.4% | -35.2% |
| All | -26.7% | -20.6% | -6.1% | -27.8% |
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