+50.5%
COP vs KVUE
+1.1%
+49.4%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -0.1% | +0.3% | +0.2% |
| 7D | +2.3% | -5.1% | +7.4% | +1.8% |
| 30D | +8.6% | -6.3% | +14.9% | +8.0% |
| 3M | +19.9% | -0.5% | +20.4% | +19.7% |
| 6M | +19.0% | +3.1% | +15.9% | +19.4% |
| YTD | +50.0% | +6.7% | +43.3% | +50.3% |
| 1Y | +50.5% | -1.1% | +51.7% | +48.1% |
| All | +50.5% | +1.1% | +49.4% | +48.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling