+1,146.8%
CIEN vs KHC
-50.5%
+1,197.3%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.6% | +2.6% | -7.1% | -4.9% |
| 7D | +15.3% | +2.0% | +13.2% | +14.9% |
| 30D | -22.0% | +10.6% | -32.6% | -23.5% |
| 3M | -36.6% | +0.5% | -37.2% | -36.9% |
| 6M | -51.5% | +12.1% | -63.5% | -53.1% |
| YTD | +20.0% | +8.9% | +11.0% | +16.0% |
| 1Y | +44.5% | +7.5% | +37.0% | +40.0% |
| 3Y | +539.0% | -10.7% | +549.8% | +533.1% |
| 5Y | +356.8% | -13.2% | +370.0% | +350.5% |
| All | +1,146.8% | -50.5% | +1,197.3% | +1,180.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling