+120.9%
MPC vs KHC
-3.0%
+123.9%
-18.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -2.2% | +2.5% | +0.4% |
| 7D | +5.4% | -3.3% | +8.7% | +5.5% |
| 30D | +31.0% | -3.4% | +34.4% | +31.1% |
| 3M | +46.0% | +12.6% | +33.4% | +45.4% |
| 6M | +77.3% | +7.0% | +70.3% | +76.4% |
| YTD | +141.9% | +6.1% | +135.8% | +140.2% |
| 1Y | +120.9% | -3.1% | +124.0% | +119.0% |
| All | +120.9% | -3.0% | +123.9% | +119.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling