+78.1%
CSX vs KVUE
+13.0%
+65.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +48.8% | +19.9% | +28.9% | +38.6% |
| 7D | +48.8% | +19.9% | +28.9% | +38.6% |
| 30D | +48.8% | +19.9% | +28.9% | +38.6% |
| 3M | +48.8% | +19.9% | +28.9% | +38.6% |
| 6M | +48.8% | +19.9% | +28.9% | +38.6% |
| YTD | +48.8% | +19.9% | +28.9% | +38.6% |
| 1Y | +47.8% | +42.1% | +5.6% | +34.7% |
| All | +78.1% | +13.0% | +65.0% | +65.2% |
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