+11.7%
CRCL vs KHC
+0.1%
+11.6%
-80.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.3% | -1.2% | -2.2% | -3.6% |
| 7D | +4.9% | -4.8% | +9.7% | +3.9% |
| 30D | +38.7% | +0.3% | +38.4% | +38.4% |
| 3M | +14.7% | +6.7% | +7.9% | +15.8% |
| 6M | -16.9% | +4.2% | -21.0% | -15.2% |
| YTD | +17.3% | +6.7% | +10.5% | +19.3% |
| 1Y | -21.2% | -1.4% | -19.8% | -18.7% |
| All | +11.7% | +0.1% | +11.6% | +33.6% |
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