-13.4%
KHC vs EOG
+179.2%
-192.6%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.1% | -2.3% | -1.3% |
| 7D | -4.8% | -1.3% | -3.5% | -4.7% |
| 30D | +0.3% | +3.4% | -3.1% | 0.0% |
| 3M | +6.7% | +7.8% | -1.1% | +5.8% |
| 6M | +4.2% | +13.4% | -9.2% | +2.5% |
| YTD | +6.7% | +43.5% | -36.7% | +2.3% |
| 1Y | -1.4% | +29.7% | -31.1% | -4.6% |
| 3Y | -11.8% | +23.2% | -34.9% | -14.9% |
| 5Y | -13.4% | +176.4% | -189.8% | -25.9% |
| All | -13.4% | +179.2% | -192.6% | -25.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling