-54.3%
KHC vs SPXU
-99.5%
+45.2%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SPXU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | +1.4% | -2.6% | -0.9% |
| 7D | -4.8% | +1.3% | -6.0% | -4.6% |
| 30D | +0.3% | +5.1% | -4.8% | +1.3% |
| 3M | +6.7% | -9.1% | +15.8% | +5.0% |
| 6M | +4.2% | -29.6% | +33.7% | -2.0% |
| YTD | +6.7% | -27.7% | +34.4% | +1.1% |
| 1Y | -1.4% | -37.0% | +35.6% | -8.9% |
| 3Y | -11.8% | -80.2% | +68.4% | -33.1% |
| 5Y | -13.4% | -86.0% | +72.7% | -34.2% |
| 10Y | -54.3% | -99.5% | +45.3% | -82.8% |
| All | -54.3% | -99.5% | +45.2% | -82.8% |
Cumulative growth
Daily Returns
Daily percentage return beside SPXU.
Daily Out/Under-Performance
Portfolio return minus SPXU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SPXU 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 SPXU 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