+4,652.4%
SHOP vs KHC
-41.6%
+4,693.9%
-84.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.7% | +0.1% | -0.4% |
| 7D | -5.1% | -1.8% | -3.3% | -4.8% |
| 30D | +0.6% | -1.9% | +2.5% | +0.9% |
| 3M | +25.0% | +14.4% | +10.6% | +22.0% |
| 6M | +11.9% | +8.7% | +3.2% | +10.1% |
| YTD | -9.9% | +7.8% | -17.6% | -11.4% |
| 1Y | 0.0% | -1.5% | +1.5% | -0.3% |
| 3Y | +117.5% | -9.9% | +127.4% | +117.2% |
| 5Y | -6.6% | -10.7% | +4.1% | -7.9% |
| 10Y | +3,320.3% | -55.7% | +3,376.0% | +3,951.4% |
| All | +4,652.4% | -41.6% | +4,693.9% | +4,498.3% |
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