+122.0%
CVX vs KHC
-15.4%
+137.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -0.8% | -0.1% | -0.7% |
| 7D | -7.5% | -2.0% | -5.4% | -7.2% |
| 30D | -0.6% | +9.7% | -10.2% | -2.2% |
| 3M | +14.0% | -2.0% | +16.0% | +14.1% |
| 6M | +18.1% | +5.4% | +12.7% | +16.4% |
| YTD | +42.2% | +5.9% | +36.2% | +39.6% |
| 1Y | +41.3% | +7.5% | +33.9% | +38.3% |
| 3Y | +68.3% | -12.4% | +80.8% | +70.3% |
| 5Y | +122.0% | -15.8% | +137.9% | +128.5% |
| All | +122.0% | -15.4% | +137.4% | +128.5% |
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