+39.7%
XLB vs KVUE
-20.6%
+60.2%
-23.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -3.5% | +2.4% | -0.5% |
| 7D | -2.9% | -7.2% | +4.3% | -1.9% |
| 30D | -3.4% | -5.7% | +2.3% | -2.5% |
| 3M | +1.6% | +0.2% | +1.4% | +1.6% |
| 6M | +3.6% | 0.0% | +3.6% | +3.6% |
| YTD | +14.2% | +6.5% | +7.7% | +13.3% |
| 1Y | +15.6% | -1.4% | +17.0% | +16.0% |
| 3Y | +33.1% | -5.6% | +38.7% | +34.2% |
| All | +39.7% | -20.6% | +60.2% | +47.2% |
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