+74.4%
CSX vs KVUE
-13.6%
+88.0%
-29.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +48.8% | +19.9% | +28.9% | +39.6% |
| 7D | +48.8% | +19.9% | +28.9% | +39.6% |
| 30D | +48.8% | +19.9% | +28.9% | +39.6% |
| 3M | +48.8% | +19.9% | +28.9% | +39.6% |
| 6M | +48.8% | +19.9% | +28.9% | +39.6% |
| YTD | +48.8% | +19.9% | +28.9% | +39.6% |
| 1Y | +47.8% | +42.1% | +5.6% | +35.6% |
| 3Y | +84.4% | +17.3% | +67.1% | +71.5% |
| All | +74.4% | -13.6% | +88.0% | +71.0% |
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