+506.7%
CIEN vs KHC
-10.2%
+517.0%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | +0.2% | +6.1% | +6.3% |
| 7D | -5.3% | -2.2% | -3.1% | -5.5% |
| 30D | -17.2% | -0.1% | -17.2% | -17.2% |
| 3M | -26.9% | +8.3% | -35.2% | -26.6% |
| 6M | +16.0% | +5.0% | +11.1% | +16.5% |
| YTD | +45.9% | +8.0% | +37.9% | +46.6% |
| 1Y | +186.8% | -1.1% | +187.9% | +189.6% |
| 3Y | +607.8% | -10.7% | +618.5% | +606.6% |
| 5Y | +506.7% | -13.5% | +520.3% | +501.1% |
| All | +506.7% | -10.2% | +517.0% | +501.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling