+5.6%
CDE vs KHC
+11.6%
-6.0%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.7% | +3.8% | +5.0% | +8.6% |
| 7D | +1.1% | +6.6% | -5.5% | +1.1% |
| 30D | -14.5% | +16.5% | -31.0% | -15.1% |
| 3M | -10.1% | -3.0% | -7.1% | -9.9% |
| 6M | -16.9% | +17.4% | -34.3% | -18.2% |
| YTD | -18.1% | +10.3% | -28.5% | -18.3% |
| 1Y | +5.6% | +12.5% | -6.8% | +3.3% |
| All | +5.6% | +11.6% | -6.0% | +3.3% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 KHC 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