+54.3%
CTVA vs KVUE
-20.4%
+74.7%
-25.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | +0.2% | -0.5% | -0.4% |
| 7D | -4.7% | -6.1% | +1.5% | -3.4% |
| 30D | +11.1% | -5.6% | +16.7% | +12.4% |
| 3M | +13.7% | -0.3% | +14.1% | +13.9% |
| 6M | +11.2% | +1.4% | +9.8% | +10.9% |
| YTD | +26.9% | +6.7% | +20.1% | +25.1% |
| 1Y | +18.8% | +1.0% | +17.9% | +18.3% |
| 3Y | +75.9% | -5.4% | +81.3% | +76.2% |
| All | +54.3% | -20.4% | +74.7% | +59.7% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling