+52.7%
MPC vs KHC
+9.9%
+42.8%
-23.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -1.2% |
| 7D | -16.2% | +1.1% | -17.3% | -16.2% |
| 30D | -15.7% | +12.0% | -27.7% | -15.8% |
| 3M | +24.9% | +0.2% | +24.7% | +25.3% |
| 6M | +52.7% | +10.3% | +42.3% | +54.7% |
| All | +52.7% | +9.9% | +42.8% | +54.7% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling