-21.1%
KHC vs CORZ
+222.3%
-243.5%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.1% | -0.6% | -0.7% |
| 7D | -1.8% | +8.4% | -10.1% | -1.5% |
| 30D | -1.9% | -17.8% | +15.9% | -2.4% |
| 3M | +14.4% | -35.9% | +50.3% | +13.4% |
| 6M | +8.7% | +12.9% | -4.2% | +9.3% |
| YTD | +7.8% | +22.9% | -15.1% | +8.6% |
| 1Y | -1.5% | +31.4% | -32.9% | -0.6% |
| All | -21.1% | +222.3% | -243.5% | -15.6% |
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