+48.3%
EOG vs KVUE
-20.4%
+68.7%
-23.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.2% | +0.1% | +0.3% |
| 7D | +1.0% | -6.1% | +7.1% | +1.3% |
| 30D | +2.8% | -5.6% | +8.4% | +3.1% |
| 3M | +5.9% | -0.3% | +6.2% | +5.8% |
| 6M | +17.1% | +1.4% | +15.7% | +16.8% |
| YTD | +43.9% | +6.7% | +37.2% | +42.9% |
| 1Y | +26.9% | +1.0% | +25.9% | +26.5% |
| 3Y | +23.6% | -5.4% | +28.9% | +23.9% |
| All | +48.3% | -20.4% | +68.7% | +56.9% |
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