+1.0%
OXY vs KHC
-12.1%
+13.0%
-46.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -1.2% | +2.2% | +1.3% |
| 7D | +0.6% | -4.8% | +5.4% | +1.5% |
| 30D | +4.5% | +0.3% | +4.2% | +4.4% |
| 3M | +8.9% | +6.7% | +2.2% | +7.0% |
| 6M | +12.5% | +4.2% | +8.3% | +11.0% |
| YTD | +50.5% | +6.7% | +43.7% | +47.4% |
| 1Y | +38.6% | -1.4% | +40.0% | +38.5% |
| All | +1.0% | -12.1% | +13.0% | +0.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling