-13.4%
KHC vs WCN
+27.0%
-40.4%
-41.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | WCN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.2% | 0.0% | -0.8% |
| 7D | -4.8% | -1.7% | -3.1% | -4.4% |
| 30D | +0.3% | -3.0% | +3.3% | +1.1% |
| 3M | +6.7% | +2.5% | +4.2% | +6.0% |
| 6M | +4.2% | -5.7% | +9.9% | +5.7% |
| YTD | +6.7% | -7.4% | +14.2% | +8.7% |
| 1Y | -1.4% | -8.6% | +7.2% | +0.7% |
| 3Y | -11.8% | +19.4% | -31.1% | -16.1% |
| 5Y | -13.4% | +27.2% | -40.6% | -18.7% |
| All | -13.4% | +27.0% | -40.4% | -18.7% |
Cumulative growth
Daily Returns
Daily percentage return beside WCN.
Daily Out/Under-Performance
Portfolio return minus WCN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WCN 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 WCN 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