+84.2%
XLE vs KVUE
-17.7%
+101.9%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.9% | +3.0% | +1.2% |
| 7D | 0.0% | -1.9% | +1.9% | +0.1% |
| 30D | +12.6% | -3.3% | +15.9% | +12.9% |
| 3M | +11.8% | +6.0% | +5.9% | +11.2% |
| 6M | +16.1% | +2.3% | +13.7% | +15.8% |
| YTD | +46.9% | +10.3% | +36.5% | +45.3% |
| 1Y | +53.3% | +4.6% | +48.7% | +52.3% |
| 3Y | +54.9% | -2.2% | +57.1% | +54.6% |
| All | +84.2% | -17.7% | +101.9% | +90.8% |
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