+76.9%
ORCL vs KVUE
-20.6%
+97.5%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -3.5% | +2.9% | -1.2% |
| 7D | +10.9% | -7.2% | +18.1% | +9.5% |
| 30D | +7.0% | -5.7% | +12.7% | +5.9% |
| 3M | -21.2% | +0.2% | -21.3% | -21.1% |
| 6M | +7.4% | 0.0% | +7.4% | +7.8% |
| YTD | -16.3% | +6.5% | -22.8% | -15.1% |
| 1Y | -32.3% | -1.4% | -30.9% | -31.0% |
| 3Y | +32.6% | -5.6% | +38.2% | +37.1% |
| All | +76.9% | -20.6% | +97.5% | +83.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling