+6.8%
XLP vs KVUE
-1.5%
+8.2%
-9.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -3.5% | +2.3% | -0.4% |
| 7D | -2.9% | -7.2% | +4.3% | -1.3% |
| 30D | -2.2% | -5.7% | +3.4% | -0.9% |
| 3M | -0.6% | +0.2% | -0.7% | -0.3% |
| 6M | -2.2% | 0.0% | -2.2% | -2.1% |
| YTD | +8.3% | +6.5% | +1.8% | +7.6% |
| All | +6.8% | -1.5% | +8.2% | +8.2% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling