-21.9%
KVUE vs CNP
+46.8%
-68.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -2.2% |
| 7D | -1.9% | +1.6% | -3.6% | -2.4% |
| 30D | -3.3% | -0.8% | -2.5% | -3.1% |
| 3M | +6.0% | -3.6% | +9.5% | +7.1% |
| 6M | +2.3% | -6.9% | +9.3% | +4.5% |
| YTD | +10.3% | +6.4% | +3.9% | +7.6% |
| 1Y | +4.6% | +9.9% | -5.4% | +0.8% |
| 3Y | -2.2% | +53.1% | -55.3% | -14.3% |
| All | -21.9% | +46.8% | -68.7% | -30.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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