-24.4%
KVUE vs CPB
-55.7%
+31.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -4.3% | +4.5% | +1.2% |
| 7D | -6.1% | -5.4% | -0.7% | -4.9% |
| 30D | -5.6% | -7.8% | +2.3% | -3.8% |
| 3M | -0.3% | -6.9% | +6.6% | +1.1% |
| 6M | +1.4% | -12.2% | +13.6% | +3.9% |
| YTD | +6.7% | -21.1% | +27.8% | +11.8% |
| 1Y | +1.0% | -33.5% | +34.5% | +9.4% |
| 3Y | -5.4% | -43.2% | +37.8% | +7.4% |
| All | -24.4% | -55.7% | +31.3% | -11.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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