-20.3%
KHC vs CORZ
+161.6%
-181.9%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.0% | +1.6% | +2.6% |
| 7D | +2.0% | +23.5% | -21.4% | +3.0% |
| 30D | +10.6% | +7.5% | +3.1% | +11.2% |
| 3M | +0.5% | -26.6% | +27.1% | -0.1% |
| 6M | +12.1% | -39.5% | +51.6% | +11.1% |
| YTD | +8.9% | -0.3% | +9.2% | +9.4% |
| 1Y | +7.5% | -4.2% | +11.7% | +7.9% |
| All | -20.3% | +161.6% | -181.9% | -15.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling