-21.9%
KVUE vs CSGP
-58.9%
+37.0%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | -1.8% | 0.0% | -1.7% |
| 7D | -1.9% | -5.1% | +3.2% | -1.3% |
| 30D | -3.3% | +0.3% | -3.6% | -3.4% |
| 3M | +6.0% | -9.1% | +15.1% | +6.7% |
| 6M | +2.3% | -37.3% | +39.6% | +6.8% |
| YTD | +10.3% | -54.9% | +65.2% | +19.0% |
| 1Y | +4.6% | -65.5% | +70.1% | +16.6% |
| 3Y | -2.2% | -63.3% | +61.1% | +6.4% |
| All | -21.9% | -58.9% | +37.0% | -14.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 CSGP 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