-24.5%
KVUE vs CP
+15.4%
-39.9%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.4% | -0.5% | -0.1% |
| 7D | -5.1% | -2.6% | -2.5% | -4.6% |
| 30D | -6.3% | -3.7% | -2.6% | -5.7% |
| 3M | -0.5% | +0.1% | -0.6% | -0.6% |
| 6M | +3.1% | +7.8% | -4.8% | +1.5% |
| YTD | +6.7% | +21.7% | -15.0% | +2.9% |
| 1Y | -1.1% | +18.6% | -19.8% | -4.2% |
| 3Y | -8.7% | +17.5% | -26.3% | -12.4% |
| All | -24.5% | +15.4% | -39.9% | -27.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CP.
Daily Out/Under-Performance
Portfolio return minus CP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CP 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 10y: compounded portfolio wealth divided by compounded CP 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…
10y analysis · Full analysis span regression · 6 months rolling