+28.6%
XLP vs KVUE
-13.6%
+42.2%
-13.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KVUE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +12.3% | -4.7% | +5.0% |
| 7D | +7.7% | +12.3% | -4.7% | +5.0% |
| 30D | +7.7% | +12.3% | -4.7% | +5.0% |
| 3M | +7.7% | +12.3% | -4.7% | +5.0% |
| 6M | +7.5% | +12.7% | -5.2% | +4.8% |
| YTD | +17.3% | +15.9% | +1.5% | +13.8% |
| 1Y | +20.1% | +42.1% | -22.0% | +12.3% |
| 3Y | +43.4% | +17.3% | +26.1% | +39.6% |
| All | +28.6% | -13.6% | +42.2% | +30.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling