+12.5%
KHC vs XEL
+1.7%
+10.7%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.8% | +2.2% | +1.5% | +2.9% |
| 7D | +6.6% | +4.3% | +2.3% | +4.9% |
| 30D | +16.5% | +12.6% | +3.9% | +11.9% |
| 3M | -3.0% | +4.4% | -7.3% | -4.5% |
| 6M | +17.4% | +0.7% | +16.6% | +17.1% |
| YTD | +10.3% | +11.5% | -1.2% | +7.0% |
| 1Y | +12.5% | +1.7% | +10.7% | +12.5% |
| All | +12.5% | +1.7% | +10.7% | +12.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XEL.
Daily Out/Under-Performance
Portfolio return minus XEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XEL 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 1y: compounded portfolio wealth divided by compounded XEL 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…
1y analysis · Full analysis span regression · 6 months rolling