-24.5%
KVUE vs CPAY
+82.9%
-107.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -0.1% | 0.0% | 0.0% |
| 7D | -5.1% | -2.0% | -3.2% | -4.8% |
| 30D | -6.3% | -0.4% | -6.0% | -6.3% |
| 3M | -0.5% | +16.4% | -16.9% | -3.1% |
| 6M | +3.1% | +23.5% | -20.4% | -1.0% |
| YTD | +6.7% | +35.7% | -29.0% | -0.3% |
| 1Y | -1.1% | +30.2% | -31.3% | -7.2% |
| 3Y | -8.7% | +49.7% | -58.5% | -22.0% |
| All | -24.5% | +82.9% | -107.4% | -36.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 CPAY 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