+39.2%
SLB vs KVUE
-16.1%
+55.3%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.1% | +1.3% | +0.3% |
| 7D | +0.8% | -2.2% | +3.1% | +1.0% |
| 30D | +15.8% | -3.7% | +19.5% | +16.2% |
| 3M | -0.3% | +12.3% | -12.6% | -1.6% |
| 6M | +21.3% | +5.4% | +15.9% | +20.5% |
| YTD | +52.3% | +12.4% | +39.9% | +50.4% |
| 1Y | +63.6% | -4.4% | +68.0% | +64.1% |
| 3Y | +3.8% | -7.5% | +11.3% | +4.7% |
| All | +39.2% | -16.1% | +55.3% | +45.5% |
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