-24.4%
KVUE vs XPO
+291.2%
-315.7%
-44.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.0% | +1.3% | +0.3% |
| 7D | -6.1% | -1.3% | -4.8% | -6.1% |
| 30D | -5.6% | -10.4% | +4.8% | -5.1% |
| 3M | -0.3% | -15.7% | +15.3% | +0.4% |
| 6M | +1.4% | -6.3% | +7.7% | +1.6% |
| YTD | +6.7% | +34.2% | -27.4% | +5.3% |
| 1Y | +1.0% | +39.9% | -39.0% | -0.8% |
| 3Y | -5.4% | +155.2% | -160.6% | -14.3% |
| All | -24.4% | +291.2% | -315.7% | -34.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 XPO 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