+522.6%
CIEN vs KHC
-13.1%
+535.7%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.8% | +11.4% | +10.3% |
| 7D | -5.3% | -2.0% | -3.2% | -5.8% |
| 30D | -40.1% | +9.7% | -49.8% | -37.5% |
| 3M | -34.7% | -2.0% | -32.7% | -34.1% |
| 6M | -50.9% | +5.4% | -56.3% | -49.1% |
| YTD | +15.2% | +5.9% | +9.2% | +20.0% |
| 1Y | +35.2% | +7.5% | +27.7% | +41.2% |
| 3Y | +522.6% | -12.4% | +535.0% | +447.1% |
| All | +522.6% | -13.1% | +535.7% | +447.1% |
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