-54.3%
KHC vs UAL
+94.5%
-148.8%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | UAL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +2.0% | -4.8% | -3.0% |
| 7D | +1.1% | +8.2% | -7.0% | +0.3% |
| 30D | +12.0% | +2.3% | +9.6% | +11.6% |
| 3M | +0.2% | -12.7% | +12.9% | +1.3% |
| 6M | +10.3% | +12.7% | -2.3% | +8.6% |
| YTD | +6.7% | +0.8% | +5.9% | +5.6% |
| 1Y | +10.9% | +17.8% | -6.9% | +7.8% |
| 3Y | -12.6% | +206.7% | -219.3% | -26.0% |
| 5Y | -16.3% | +113.9% | -130.2% | -27.8% |
| All | -54.3% | +94.5% | -148.8% | -63.0% |
Cumulative growth
Daily Returns
Daily percentage return beside UAL.
Daily Out/Under-Performance
Portfolio return minus UAL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × UAL 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 UAL 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