+388.9%
LRCX vs KHC
-12.1%
+400.9%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -1.2% | -0.3% | -1.7% |
| 7D | +9.5% | -4.8% | +14.3% | +8.1% |
| 30D | +3.1% | +0.3% | +2.8% | +3.3% |
| 3M | -3.4% | +6.7% | -10.1% | -2.0% |
| 6M | +49.7% | +4.2% | +45.5% | +51.7% |
| YTD | +84.9% | +6.7% | +78.1% | +88.6% |
| 1Y | +200.8% | -1.4% | +202.2% | +206.5% |
| All | +388.9% | -12.1% | +400.9% | +373.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling