+214.4%
NXPI vs KHC
-52.1%
+266.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.1% | +2.9% | +3.0% |
| 7D | +1.7% | -4.6% | +6.3% | +2.8% |
| 30D | +19.7% | +8.1% | +11.6% | +17.2% |
| 3M | +14.5% | 0.0% | +14.5% | +14.1% |
| 6M | -11.2% | +7.9% | -19.2% | -13.9% |
| YTD | +25.8% | +5.3% | +20.5% | +22.2% |
| 1Y | +35.2% | +5.1% | +30.1% | +31.3% |
| 3Y | +52.3% | -12.8% | +65.0% | +54.0% |
| 5Y | +34.8% | -16.2% | +51.1% | +35.6% |
| 10Y | +214.4% | -52.3% | +266.7% | +190.1% |
| All | +214.4% | -52.1% | +266.5% | +190.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling