-3.1%
KHC vs XME
+46.4%
-49.5%
-19.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.2% | +0.2% | -2.4% | -2.2% |
| 7D | -3.3% | -0.1% | -3.2% | -3.3% |
| 30D | -3.4% | +6.0% | -9.4% | -3.1% |
| 3M | +12.6% | -7.7% | +20.3% | +13.3% |
| 6M | +7.0% | +1.0% | +6.1% | +7.6% |
| YTD | +6.1% | +14.6% | -8.6% | +6.8% |
| 1Y | -3.1% | +46.0% | -49.0% | -0.6% |
| All | -3.1% | +46.4% | -49.5% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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