+124.0%
SHOP vs KHC
-10.5%
+134.4%
-46.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.5% |
| 7D | -5.1% | -1.8% | -3.3% | -5.1% |
| 30D | +0.6% | -1.9% | +2.5% | +0.6% |
| 3M | +25.0% | +14.4% | +10.6% | +24.9% |
| 6M | +11.9% | +8.7% | +3.2% | +12.0% |
| YTD | -9.9% | +7.8% | -17.6% | -9.6% |
| 1Y | 0.0% | -1.5% | +1.5% | +0.6% |
| All | +124.0% | -10.5% | +134.4% | +93.5% |
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