+68.5%
LIN vs KHC
-13.3%
+81.8%
-22.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +2.6% | -1.9% | +0.2% |
| 7D | +2.1% | +2.0% | +0.1% | +1.7% |
| 30D | +6.8% | +10.6% | -3.8% | +4.7% |
| 3M | +10.4% | +0.5% | +9.9% | +10.1% |
| 6M | +3.2% | +12.1% | -8.9% | +0.6% |
| YTD | +24.6% | +8.9% | +15.7% | +21.7% |
| 1Y | +24.4% | +7.5% | +16.9% | +21.9% |
| 3Y | +36.7% | -10.7% | +47.5% | +38.0% |
| All | +68.5% | -13.3% | +81.8% | +72.8% |
Cumulative growth
Daily Returns
Daily percentage return beside KHC.
Daily Out/Under-Performance
Portfolio return minus KHC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KHC 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 5y: compounded portfolio wealth divided by compounded KHC 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…
5y analysis · Full analysis span regression · 6 months rolling