+1,025.0%
CIEN vs KHC
-42.6%
+1,067.6%
-63.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +10.7% | -0.8% | +11.4% | +10.8% |
| 7D | -5.3% | -2.0% | -3.2% | -5.1% |
| 30D | -40.1% | +9.7% | -49.8% | -41.4% |
| 3M | -34.7% | -2.0% | -32.7% | -34.8% |
| 6M | -50.9% | +5.4% | -56.3% | -52.2% |
| YTD | +15.2% | +5.9% | +9.2% | +11.3% |
| 1Y | +35.2% | +7.5% | +27.7% | +30.0% |
| 3Y | +522.6% | -12.4% | +535.0% | +516.2% |
| 5Y | +344.2% | -15.8% | +360.1% | +339.2% |
| 10Y | +1,188.7% | -54.1% | +1,242.7% | +1,290.4% |
| All | +1,025.0% | -42.6% | +1,067.6% | +964.0% |
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 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