+58.3%
XLE vs KVUE
-9.1%
+67.4%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | -3.5% | +4.3% | +1.1% |
| 7D | +0.3% | -7.2% | +7.5% | +0.9% |
| 30D | +8.5% | -5.7% | +14.2% | +9.0% |
| 3M | +14.6% | +0.2% | +14.5% | +14.4% |
| 6M | +17.6% | 0.0% | +17.5% | +17.4% |
| YTD | +48.1% | +6.5% | +41.6% | +46.7% |
| 1Y | +53.8% | -1.4% | +55.2% | +53.7% |
| All | +58.3% | -9.1% | +67.4% | +53.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling