+67.1%
CSX vs KVUE
-9.1%
+76.3%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.5% | +2.2% | -0.8% |
| 7D | -0.6% | -7.2% | +6.6% | +0.4% |
| 30D | -3.2% | -5.7% | +2.5% | -2.5% |
| 3M | +2.6% | +0.2% | +2.4% | +2.5% |
| 6M | +19.8% | 0.0% | +19.8% | +19.6% |
| YTD | +34.7% | +6.5% | +28.1% | +33.4% |
| 1Y | +52.1% | -1.4% | +53.6% | +52.0% |
| All | +67.1% | -9.1% | +76.3% | +63.6% |
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