+607.8%
CIEN vs KHC
-9.9%
+617.7%
-49.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.4% |
| 7D | -5.3% | -2.2% | -3.1% | -6.0% |
| 30D | -17.2% | -0.1% | -17.2% | -17.1% |
| 3M | -26.9% | +8.3% | -35.2% | -25.0% |
| 6M | +16.0% | +5.0% | +11.1% | +18.7% |
| YTD | +45.9% | +8.0% | +37.9% | +50.4% |
| 1Y | +186.8% | -1.1% | +187.9% | +193.0% |
| 3Y | +607.8% | -10.7% | +618.5% | +602.8% |
| All | +607.8% | -9.9% | +617.7% | +602.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling