-12.6%
KHC vs EIX
+8.4%
-21.0%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | -2.5% | -0.3% | -2.4% |
| 7D | +1.1% | +1.0% | +0.1% | +1.0% |
| 30D | +12.0% | +9.1% | +2.8% | +10.5% |
| 3M | +0.2% | -10.2% | +10.4% | +0.9% |
| 6M | +10.3% | -11.2% | +21.6% | +11.4% |
| YTD | +6.7% | +4.5% | +2.3% | +3.8% |
| 1Y | +10.9% | +10.9% | 0.0% | +6.4% |
| 3Y | -12.6% | +8.4% | -21.0% | -16.0% |
| All | -12.6% | +8.4% | -21.0% | -16.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling