-13.5%
KHC vs WCC
+229.6%
-243.2%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +2.5% | -2.3% | +0.2% |
| 7D | -2.2% | +8.5% | -10.7% | -2.3% |
| 30D | -0.1% | -1.0% | +0.9% | -0.1% |
| 3M | +8.3% | +2.1% | +6.2% | +8.3% |
| 6M | +5.0% | +36.8% | -31.9% | +3.6% |
| YTD | +8.0% | +47.7% | -39.7% | +6.2% |
| 1Y | -1.1% | +66.5% | -67.6% | -3.4% |
| 3Y | -10.7% | +134.2% | -144.9% | -15.3% |
| 5Y | -13.5% | +231.6% | -245.2% | -20.9% |
| All | -13.5% | +229.6% | -243.2% | -20.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling