+192.7%
NXPI vs KHC
-42.1%
+234.8%
-53.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.8% | +4.4% | +2.4% |
| 7D | -4.4% | +1.1% | -5.5% | -4.7% |
| 30D | +5.6% | +12.0% | -6.4% | +2.0% |
| 3M | +7.6% | +0.2% | +7.4% | +7.1% |
| 6M | -17.6% | +10.3% | -27.9% | -21.0% |
| YTD | +15.9% | +6.7% | +9.2% | +11.7% |
| 1Y | +22.4% | +10.9% | +11.5% | +16.3% |
| 3Y | +43.2% | -12.6% | +55.9% | +45.0% |
| 5Y | +21.4% | -16.3% | +37.7% | +22.0% |
| 10Y | +186.8% | -53.2% | +240.0% | +223.5% |
| All | +192.7% | -42.1% | +234.8% | +179.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling