+3.6%
XLB vs KVUE
-0.1%
+3.8%
-6.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | 0.0% |
| 7D | -2.9% | -7.2% | +4.3% | -0.7% |
| 30D | -3.4% | -5.7% | +2.3% | -1.6% |
| 3M | +1.6% | +0.2% | +1.4% | +2.4% |
| 6M | +3.6% | 0.0% | +3.6% | +4.3% |
| All | +3.6% | -0.1% | +3.8% | +4.3% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling