-24.5%
KVUE vs CLX
-43.5%
+19.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CLX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | +0.3% |
| 7D | -5.1% | -5.7% | +0.6% | -3.2% |
| 30D | -6.3% | -17.0% | +10.7% | -0.1% |
| 3M | -0.5% | -9.7% | +9.2% | +2.8% |
| 6M | +3.1% | -19.8% | +22.9% | +10.4% |
| YTD | +6.7% | -9.8% | +16.5% | +10.1% |
| 1Y | -1.1% | -26.2% | +25.0% | +8.5% |
| 3Y | -8.7% | -36.2% | +27.4% | +2.3% |
| All | -24.5% | -43.5% | +19.0% | -14.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling