-21.0%
KHC vs CORZ
+237.5%
-258.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +4.7% | -4.5% | +0.4% |
| 7D | -2.2% | +16.6% | -18.8% | -1.7% |
| 30D | -0.1% | -10.9% | +10.8% | -0.4% |
| 3M | +8.3% | -31.0% | +39.4% | +7.6% |
| 6M | +5.0% | +26.0% | -21.1% | +5.8% |
| YTD | +8.0% | +28.6% | -20.6% | +9.0% |
| 1Y | -1.1% | +34.5% | -35.6% | 0.0% |
| All | -21.0% | +237.5% | -258.5% | -15.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 3y: compounded portfolio wealth divided by compounded CORZ 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…
3y analysis · Full analysis span regression · 6 months rolling