-24.5%
KVUE vs CNI
+11.0%
-35.5%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNI | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | -5.1% | -0.4% | -4.8% | -5.0% |
| 30D | -6.3% | -2.7% | -3.6% | -5.7% |
| 3M | -0.5% | +3.9% | -4.4% | -1.5% |
| 6M | +3.1% | +16.4% | -13.3% | -0.6% |
| YTD | +6.7% | +25.8% | -19.1% | +1.0% |
| 1Y | -1.1% | +32.4% | -33.5% | -7.4% |
| 3Y | -8.7% | +19.1% | -27.8% | -14.6% |
| All | -24.5% | +11.0% | -35.5% | -28.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CNI.
Daily Out/Under-Performance
Portfolio return minus CNI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNI 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 CNI 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