+162.0%
OXY vs KHC
-14.0%
+175.9%
-50.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -0.9% | +0.7% | -0.1% |
| 7D | +0.9% | -2.5% | +3.4% | +1.4% |
| 30D | +3.6% | +0.5% | +3.0% | +3.4% |
| 3M | +7.1% | +3.0% | +4.1% | +6.0% |
| 6M | +15.7% | +6.6% | +9.0% | +13.3% |
| YTD | +50.1% | +5.8% | +44.3% | +47.2% |
| 1Y | +34.1% | -2.2% | +36.3% | +33.9% |
| 3Y | -1.5% | -12.5% | +11.1% | -0.3% |
| 5Y | +162.0% | -13.6% | +175.6% | +161.9% |
| All | +162.0% | -14.0% | +175.9% | +161.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling