+3,003.4%
SHOP vs KHC
-55.7%
+3,059.1%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -7.6% | +0.2% | -7.8% | -7.6% |
| 7D | -4.1% | -2.2% | -1.9% | -3.8% |
| 30D | -11.5% | -0.1% | -11.4% | -11.5% |
| 3M | +21.1% | +8.3% | +12.7% | +19.7% |
| 6M | +3.0% | +5.0% | -2.0% | +2.2% |
| YTD | -16.7% | +8.0% | -24.7% | -17.7% |
| 1Y | -8.3% | -1.1% | -7.2% | -8.4% |
| 3Y | +112.8% | -10.7% | +123.5% | +112.9% |
| 5Y | -9.3% | -13.5% | +4.3% | -9.4% |
| 10Y | +3,003.4% | -55.4% | +3,058.9% | +3,058.7% |
| All | +3,003.4% | -55.7% | +3,059.1% | +3,058.7% |
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