+1,240.9%
CIEN vs KHC
-41.6%
+1,282.4%
-49.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -0.7% | +1.8% | +1.2% |
| 7D | -15.2% | -1.8% | -13.4% | -14.9% |
| 30D | -21.5% | -1.9% | -19.6% | -21.3% |
| 3M | -40.1% | +14.4% | -54.5% | -42.4% |
| 6M | -6.6% | +8.7% | -15.3% | -9.5% |
| YTD | +37.3% | +7.8% | +29.5% | +32.9% |
| 1Y | +174.5% | -1.5% | +176.1% | +171.2% |
| 3Y | +562.3% | -9.9% | +572.1% | +553.0% |
| 5Y | +463.9% | -10.7% | +474.7% | +450.7% |
| 10Y | +1,302.4% | -55.7% | +1,358.1% | +1,452.3% |
| All | +1,240.9% | -41.6% | +1,282.4% | +1,170.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling