-55.6%
KHC vs CPAY
+155.2%
-210.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | -0.1% | +0.9% | +0.9% |
| 7D | -1.0% | -2.0% | +1.0% | -0.6% |
| 30D | +1.9% | -0.4% | +2.2% | +2.0% |
| 3M | +3.2% | +16.4% | -13.2% | +0.2% |
| 6M | +10.0% | +23.5% | -13.6% | +5.2% |
| YTD | +6.7% | +35.7% | -29.0% | -0.4% |
| 1Y | -0.9% | +30.2% | -31.1% | -6.9% |
| 3Y | -13.6% | +49.7% | -63.3% | -22.7% |
| 5Y | -12.8% | +56.6% | -69.4% | -24.2% |
| All | -55.6% | +155.2% | -210.8% | -65.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPAY.
Daily Out/Under-Performance
Portfolio return minus CPAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPAY 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 10y: compounded portfolio wealth divided by compounded CPAY 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…
10y analysis · Full analysis span regression · 6 months rolling