+195.8%
NXPI vs KHC
-55.7%
+251.5%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.2% | -1.9% | -1.8% |
| 7D | +0.7% | -2.2% | +2.9% | +1.2% |
| 30D | -6.6% | -0.1% | -6.5% | -6.7% |
| 3M | -25.4% | +8.3% | -33.7% | -27.4% |
| 6M | +11.9% | +5.0% | +7.0% | +9.6% |
| YTD | +4.0% | +8.0% | -4.0% | +0.7% |
| 1Y | +1.0% | -1.1% | +2.1% | +0.1% |
| 3Y | +16.3% | -10.7% | +27.0% | +17.1% |
| 5Y | +17.7% | -13.5% | +31.2% | +17.6% |
| 10Y | +195.8% | -55.4% | +251.2% | +189.2% |
| All | +195.8% | -55.7% | +251.5% | +189.2% |
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