-12.9%
KHC vs XPO
+132.3%
-145.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +0.1% | -0.8% | -0.7% |
| 7D | -1.1% | -1.5% | +0.4% | -1.1% |
| 30D | +8.8% | +2.6% | +6.3% | +8.7% |
| 3M | -1.2% | -6.1% | +4.9% | -1.0% |
| 6M | +4.6% | -8.0% | +12.6% | +4.9% |
| YTD | +5.1% | +38.5% | -33.3% | +3.8% |
| 1Y | +6.2% | +35.0% | -28.8% | +4.9% |
| 3Y | -12.9% | +126.5% | -139.4% | -12.8% |
| All | -12.9% | +132.3% | -145.2% | -12.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XPO.
Daily Out/Under-Performance
Portfolio return minus XPO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XPO 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 3y: compounded portfolio wealth divided by compounded XPO 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…
3y analysis · Full analysis span regression · 6 months rolling