+582.3%
MPC vs KHC
-16.5%
+598.8%
-44.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.4% | +0.1% | +3.3% | +3.4% |
| 7D | +2.6% | -4.6% | +7.2% | +3.2% |
| 30D | -12.2% | +8.1% | -20.3% | -13.2% |
| 3M | +20.1% | 0.0% | +20.0% | +19.9% |
| 6M | +60.6% | +7.9% | +52.7% | +58.1% |
| YTD | +150.6% | +5.3% | +145.3% | +147.2% |
| 1Y | +104.7% | +5.1% | +99.5% | +101.9% |
| 3Y | +194.5% | -12.8% | +207.3% | +197.1% |
| 5Y | +582.3% | -16.2% | +598.5% | +590.0% |
| All | +582.3% | -16.5% | +598.8% | +590.0% |
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 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