-10.7%
KHC vs XPO
+159.4%
-170.2%
-38.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XPO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | -1.6% | +1.8% | +0.3% |
| 7D | -2.2% | +2.7% | -4.9% | -2.3% |
| 30D | -0.1% | -6.2% | +6.1% | +0.1% |
| 3M | +8.3% | -15.4% | +23.7% | +9.0% |
| 6M | +5.0% | +0.7% | +4.2% | +4.9% |
| YTD | +8.0% | +39.8% | -31.8% | +6.6% |
| 1Y | -1.1% | +43.3% | -44.4% | -2.5% |
| 3Y | -10.7% | +166.0% | -176.8% | -11.7% |
| All | -10.7% | +159.4% | -170.2% | -11.7% |
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