-52.3%
KHC vs LSCC
+1,498.6%
-1,550.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +10.4% | -10.2% | -0.4% |
| 7D | -4.6% | +14.5% | -19.1% | -5.3% |
| 30D | +8.1% | -0.1% | +8.2% | +7.9% |
| 3M | 0.0% | -2.7% | +2.7% | -0.2% |
| 6M | +7.9% | -4.8% | +12.7% | +7.2% |
| YTD | +5.3% | +66.9% | -61.6% | 0.0% |
| 1Y | +5.1% | +85.8% | -80.7% | -1.1% |
| 3Y | -12.8% | +115.6% | -128.4% | -21.0% |
| 5Y | -16.2% | +48.8% | -65.0% | -23.5% |
| 10Y | -52.3% | +1,490.3% | -1,542.5% | -67.9% |
| All | -52.3% | +1,498.6% | -1,550.8% | -67.9% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 LSCC 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