+39.0%
DVN vs KHC
+11.6%
+27.4%
-22.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.3% | +3.8% | -11.1% | -7.4% |
| 7D | -13.9% | +6.6% | -20.6% | -14.1% |
| 30D | -8.0% | +16.5% | -24.5% | -9.0% |
| 3M | +0.8% | -3.0% | +3.8% | +1.4% |
| 6M | -12.8% | +17.4% | -30.1% | -15.0% |
| YTD | +22.7% | +10.3% | +12.4% | +22.5% |
| 1Y | +39.0% | +12.5% | +26.5% | +35.7% |
| All | +39.0% | +11.6% | +27.4% | +35.7% |
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