-16.3%
KHC vs LNT
+54.0%
-70.3%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LNT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.3% | -0.4% | -0.6% |
| 7D | -1.1% | +1.6% | -2.7% | -1.8% |
| 30D | +8.8% | +12.1% | -3.2% | +3.9% |
| 3M | -1.2% | +8.2% | -9.4% | -4.5% |
| 6M | +4.6% | +3.6% | +1.0% | +2.9% |
| YTD | +5.1% | +16.2% | -11.0% | -1.5% |
| 1Y | +6.2% | +12.8% | -6.6% | +0.7% |
| 3Y | -12.9% | +66.5% | -79.4% | -29.7% |
| All | -16.3% | +54.0% | -70.3% | -33.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LNT.
Daily Out/Under-Performance
Portfolio return minus LNT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LNT 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 LNT 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