+167.6%
CSCO vs KVUE
-20.4%
+188.0%
-20.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.4% | -0.1% | +4.4% | +4.4% |
| 7D | +2.7% | -5.1% | +7.8% | +3.1% |
| 30D | -9.5% | -6.3% | -3.2% | -9.0% |
| 3M | -7.6% | -0.5% | -7.1% | -7.7% |
| 6M | +44.9% | +3.1% | +41.8% | +44.1% |
| YTD | +47.7% | +6.7% | +41.0% | +46.2% |
| 1Y | +69.1% | -1.1% | +70.2% | +68.7% |
| 3Y | +113.5% | -8.7% | +122.3% | +113.9% |
| All | +167.6% | -20.4% | +188.0% | +177.0% |
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 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