+20.3%
COST vs KHC
+8.5%
+11.8%
-18.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.6% | -1.3% | +0.9% |
| 7D | +5.0% | +2.0% | +3.0% | +4.7% |
| 30D | +12.8% | +10.6% | +2.2% | +11.3% |
| 3M | +15.2% | +0.5% | +14.7% | +14.9% |
| 6M | +7.4% | +12.1% | -4.6% | +6.5% |
| YTD | +29.0% | +8.9% | +20.1% | +26.9% |
| 1Y | +20.3% | +7.5% | +12.8% | +18.3% |
| All | +20.3% | +8.5% | +11.8% | +18.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling