+22.0%
XEL vs KVUE
-20.4%
+42.4%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | -0.1% | +0.2% | +0.1% |
| 7D | -0.3% | -5.1% | +4.8% | +0.6% |
| 30D | -3.9% | -6.3% | +2.4% | -2.9% |
| 3M | -2.8% | -0.5% | -2.3% | -2.8% |
| 6M | -5.4% | +3.1% | -8.5% | -5.9% |
| YTD | +3.8% | +6.7% | -2.9% | +2.6% |
| 1Y | +6.8% | -1.1% | +8.0% | +7.0% |
| 3Y | +45.6% | -8.7% | +54.3% | +46.2% |
| All | +22.0% | -20.4% | +42.4% | +20.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling