-8.7%
KVUE vs CLX
-36.5%
+27.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | +0.4% |
| 7D | -5.1% | -5.7% | +0.6% | -3.0% |
| 30D | -6.3% | -17.0% | +10.7% | +0.4% |
| 3M | -0.5% | -9.7% | +9.2% | +3.0% |
| 6M | +3.1% | -19.8% | +22.9% | +11.0% |
| YTD | +6.7% | -9.8% | +16.5% | +10.2% |
| 1Y | -1.1% | -26.2% | +25.0% | +9.6% |
| 3Y | -8.7% | -36.2% | +27.4% | +3.4% |
| All | -8.7% | -36.5% | +27.7% | +3.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CLX.
Daily Out/Under-Performance
Portfolio return minus CLX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLX 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 CLX 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