-56.0%
KHC vs EOG
+121.2%
-177.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +0.3% | -1.2% | -0.9% |
| 7D | -2.5% | +1.0% | -3.5% | -2.7% |
| 30D | +0.5% | +2.8% | -2.3% | +0.1% |
| 3M | +3.0% | +5.9% | -2.9% | +1.9% |
| 6M | +6.6% | +17.1% | -10.4% | +3.4% |
| YTD | +5.8% | +43.9% | -38.1% | -0.9% |
| 1Y | -2.2% | +26.9% | -29.1% | -6.6% |
| 3Y | -12.5% | +23.6% | -36.1% | -17.0% |
| 5Y | -13.6% | +178.1% | -191.7% | -31.3% |
| All | -56.0% | +121.2% | -177.2% | -67.1% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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