-24.5%
KVUE vs CG
+69.6%
-94.1%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.7% | +1.6% | 0.0% |
| 7D | -5.1% | -9.9% | +4.7% | -4.6% |
| 30D | -6.3% | -11.7% | +5.3% | -5.8% |
| 3M | -0.5% | -4.3% | +3.8% | -0.3% |
| 6M | +3.1% | -8.8% | +11.8% | +3.5% |
| YTD | +6.7% | -26.9% | +33.5% | +7.8% |
| 1Y | -1.1% | -35.4% | +34.3% | +0.4% |
| 3Y | -8.7% | +43.0% | -51.8% | -13.1% |
| All | -24.5% | +69.6% | -94.1% | -29.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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