+424.9%
LRCX vs KHC
-14.0%
+438.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.8% | -5.8% |
| 7D | +1.8% | -2.5% | +4.3% | +1.4% |
| 30D | -4.3% | +0.5% | -4.8% | -4.2% |
| 3M | -7.3% | +3.0% | -10.4% | -7.0% |
| 6M | +38.6% | +6.6% | +31.9% | +39.5% |
| YTD | +74.4% | +5.8% | +68.6% | +75.8% |
| 1Y | +179.1% | -2.2% | +181.3% | +181.7% |
| 3Y | +357.7% | -12.5% | +370.2% | +355.7% |
| 5Y | +424.9% | -13.6% | +438.5% | +447.6% |
| All | +424.9% | -14.0% | +438.8% | +447.6% |
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 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