+35.7%
SLB vs KVUE
-20.4%
+56.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.1% | +0.1% |
| 7D | -2.5% | -5.1% | +2.6% | -2.0% |
| 30D | +7.1% | -6.3% | +13.4% | +7.8% |
| 3M | +0.6% | -0.5% | +1.1% | +0.6% |
| 6M | +17.6% | +3.1% | +14.5% | +17.0% |
| YTD | +48.5% | +6.7% | +41.8% | +47.4% |
| 1Y | +59.4% | -1.1% | +60.5% | +59.3% |
| 3Y | -0.4% | -8.7% | +8.4% | +0.7% |
| All | +35.7% | -20.4% | +56.1% | +42.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling