-56.0%
KHC vs XEL
+151.3%
-207.3%
-76.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.4% |
| 7D | -2.5% | -1.2% | -1.3% | -2.0% |
| 30D | +0.5% | -2.9% | +3.4% | +1.8% |
| 3M | +3.0% | -2.7% | +5.8% | +4.2% |
| 6M | +6.6% | -6.5% | +13.2% | +9.6% |
| YTD | +5.8% | +3.6% | +2.2% | +3.5% |
| 1Y | -2.2% | +7.5% | -9.7% | -6.3% |
| 3Y | -12.5% | +46.3% | -58.9% | -28.8% |
| 5Y | -13.6% | +30.5% | -44.1% | -26.5% |
| All | -56.0% | +151.3% | -207.3% | -73.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling