-13.5%
KHC vs SHW
+14.2%
-27.8%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -2.3% | +2.5% | +0.7% |
| 7D | -2.2% | -1.2% | -1.0% | -2.0% |
| 30D | -0.1% | -11.6% | +11.5% | +2.4% |
| 3M | +8.3% | +9.1% | -0.8% | +6.5% |
| 6M | +5.0% | -0.7% | +5.6% | +4.8% |
| YTD | +8.0% | +1.4% | +6.6% | +7.2% |
| 1Y | -1.1% | -12.3% | +11.2% | +1.0% |
| 3Y | -10.7% | +23.4% | -34.1% | -14.8% |
| 5Y | -13.5% | +15.0% | -28.5% | -18.4% |
| All | -13.5% | +14.2% | -27.8% | -18.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SHW.
Daily Out/Under-Performance
Portfolio return minus SHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHW 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 SHW 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