+21.8%
XEL vs KVUE
-20.4%
+42.2%
-28.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.1% |
| 7D | -1.2% | -6.1% | +4.9% | -0.2% |
| 30D | -2.9% | -5.6% | +2.7% | -2.0% |
| 3M | -2.7% | -0.3% | -2.4% | -2.7% |
| 6M | -6.5% | +1.4% | -7.9% | -6.8% |
| YTD | +3.6% | +6.7% | -3.1% | +2.4% |
| 1Y | +7.5% | +1.0% | +6.5% | +7.2% |
| 3Y | +46.3% | -5.4% | +51.7% | +47.1% |
| All | +21.8% | -20.4% | +42.2% | +20.2% |
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