+24.9%
COP vs KVUE
-8.9%
+33.9%
-36.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.2% | +0.1% | +0.4% |
| 7D | +1.0% | -6.1% | +7.1% | +1.2% |
| 30D | +9.6% | -5.6% | +15.1% | +9.7% |
| 3M | +15.0% | -0.3% | +15.4% | +14.9% |
| 6M | +21.8% | +1.4% | +20.4% | +21.6% |
| YTD | +49.6% | +6.7% | +42.9% | +48.7% |
| 1Y | +49.9% | +1.0% | +48.9% | +49.8% |
| All | +24.9% | -8.9% | +33.9% | +21.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling