-52.3%
KHC vs WCC
+453.1%
-505.4%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +3.3% | -3.2% | -0.2% |
| 7D | -4.6% | +3.3% | -7.9% | -4.9% |
| 30D | +8.1% | -9.4% | +17.5% | +8.7% |
| 3M | 0.0% | -10.5% | +10.5% | +0.5% |
| 6M | +7.9% | -10.4% | +18.3% | +8.0% |
| YTD | +5.3% | +34.4% | -29.2% | +0.1% |
| 1Y | +5.1% | +27.7% | -22.5% | +0.5% |
| 3Y | -12.8% | +137.9% | -150.7% | -25.3% |
| 5Y | -16.2% | +147.0% | -163.2% | -31.0% |
| 10Y | -52.3% | +442.5% | -494.7% | -67.8% |
| All | -52.3% | +453.1% | -505.4% | -67.8% |
Cumulative growth
Daily Returns
Daily percentage return beside WCC.
Daily Out/Under-Performance
Portfolio return minus WCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCC 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 WCC 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