-2.2%
KVUE vs LSCC
+27.3%
-29.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.4% | -3.2% | -1.9% |
| 7D | -1.9% | +5.2% | -7.1% | -1.9% |
| 30D | -3.3% | -9.6% | +6.3% | -3.3% |
| 3M | +6.0% | -17.8% | +23.7% | +6.0% |
| 6M | +2.3% | +37.4% | -35.1% | +1.0% |
| YTD | +10.3% | +59.7% | -49.3% | +8.7% |
| 1Y | +4.6% | +76.2% | -71.6% | +2.8% |
| 3Y | -2.2% | +28.2% | -30.4% | +0.8% |
| All | -2.2% | +27.3% | -29.5% | +0.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling