-24.6%
KVUE vs LSCC
+40.8%
-65.4%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | -1.7% | -1.7% | -3.5% |
| 7D | -7.2% | +1.4% | -8.6% | -7.2% |
| 30D | -5.7% | -10.0% | +4.3% | -5.6% |
| 3M | +0.2% | -16.1% | +16.2% | +0.2% |
| 6M | 0.0% | +27.4% | -27.4% | -1.2% |
| YTD | +6.5% | +56.9% | -50.4% | +4.7% |
| 1Y | -1.4% | +74.6% | -76.0% | -3.3% |
| 3Y | -5.6% | +26.0% | -31.6% | -6.4% |
| All | -24.6% | +40.8% | -65.4% | -25.1% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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