-49.9%
KHC vs EIX
+35.3%
-85.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.3% | +2.3% | +2.5% |
| 7D | +2.0% | +1.4% | +0.7% | +1.7% |
| 30D | +10.6% | +8.5% | +2.1% | +8.2% |
| 3M | +0.5% | -13.5% | +14.0% | +3.0% |
| 6M | +12.1% | -12.4% | +24.4% | +14.2% |
| YTD | +8.9% | +5.9% | +3.0% | +4.5% |
| 1Y | +7.5% | +7.6% | -0.1% | +2.6% |
| 3Y | -10.7% | +12.8% | -23.5% | -17.9% |
| 5Y | -13.2% | +19.2% | -32.4% | -22.6% |
| All | -49.9% | +35.3% | -85.2% | -61.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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