+4,493.3%
LRCX vs KHC
-41.4%
+4,534.8%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +0.2% | +3.9% | +4.1% |
| 7D | +10.4% | -2.2% | +12.6% | +11.0% |
| 30D | +2.9% | -0.1% | +3.0% | +2.7% |
| 3M | -1.2% | +8.3% | -9.5% | -4.8% |
| 6M | +60.9% | +5.0% | +55.9% | +55.9% |
| YTD | +87.5% | +8.0% | +79.5% | +79.0% |
| 1Y | +206.6% | -1.1% | +207.7% | +200.2% |
| 3Y | +392.1% | -10.7% | +402.8% | +384.3% |
| 5Y | +478.4% | -13.5% | +492.0% | +460.5% |
| 10Y | +3,821.0% | -55.4% | +3,876.4% | +4,319.8% |
| All | +4,493.3% | -41.4% | +4,534.8% | +4,323.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling