+7.5%
KHC vs XEL
+4.2%
+3.2%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.1% | +2.4% | +2.5% |
| 7D | +2.0% | +2.4% | -0.4% | +1.1% |
| 30D | +10.6% | +8.3% | +2.3% | +7.4% |
| 3M | +0.5% | +4.2% | -3.6% | -1.1% |
| 6M | +12.1% | +3.7% | +8.3% | +10.5% |
| YTD | +8.9% | +13.1% | -4.1% | +5.3% |
| 1Y | +7.5% | +5.0% | +2.5% | +5.1% |
| All | +7.5% | +4.2% | +3.2% | +5.1% |
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