-20.4%
KVUE vs CVE
+131.9%
-152.3%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CVE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -1.3% | +0.2% | -1.1% |
| 7D | -2.2% | +2.5% | -4.7% | -2.3% |
| 30D | -3.7% | +16.7% | -20.4% | -4.2% |
| 3M | +12.3% | +9.3% | +3.0% | +11.9% |
| 6M | +5.4% | +43.6% | -38.2% | +2.6% |
| YTD | +12.4% | +93.6% | -81.1% | +6.4% |
| 1Y | -4.4% | +98.8% | -103.1% | -9.7% |
| 3Y | -7.5% | +73.6% | -81.1% | -14.4% |
| All | -20.4% | +131.9% | -152.3% | -30.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CVE.
Daily Out/Under-Performance
Portfolio return minus CVE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CVE 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 CVE 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