-52.9%
ORCL vs KVUE
-1.2%
-51.6%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.4% | +0.2% | -5.6% | -5.3% |
| 7D | -0.7% | -6.1% | +5.4% | -2.9% |
| 30D | +5.1% | -5.6% | +10.7% | +3.0% |
| 3M | -23.7% | -0.3% | -23.4% | -23.6% |
| 6M | +3.1% | +1.4% | +1.7% | +4.4% |
| YTD | -20.8% | +6.7% | -27.5% | -18.2% |
| 1Y | -52.9% | +1.0% | -53.8% | -54.0% |
| All | -52.9% | -1.2% | -51.6% | -54.0% |
Cumulative growth
Daily Returns
Daily percentage return beside KVUE.
Daily Out/Under-Performance
Portfolio return minus KVUE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KVUE 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 1y: compounded portfolio wealth divided by compounded KVUE 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…
1y analysis · Full analysis span regression · 6 months rolling