+5.7%
KHC vs CLBK
+62.6%
-56.9%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -1.1% | +2.0% | +1.0% |
| 7D | -3.3% | +2.5% | -5.8% | -3.6% |
| 30D | +9.1% | +3.7% | +5.5% | +8.6% |
| 3M | +1.4% | -3.3% | +4.7% | +1.5% |
| 6M | +8.4% | +29.6% | -21.3% | +5.8% |
| YTD | +6.2% | +60.3% | -54.1% | +4.7% |
| 1Y | +5.7% | +63.4% | -57.7% | +3.5% |
| All | +5.7% | +62.6% | -56.9% | +3.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 CLBK 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