+46.2%
SLB vs KHC
+11.6%
+34.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | +3.8% | -4.8% | -1.1% |
| 7D | -4.1% | +6.6% | -10.7% | -4.1% |
| 30D | +2.5% | +16.5% | -13.9% | +1.9% |
| 3M | +2.0% | -3.0% | +5.0% | +2.3% |
| 6M | -6.3% | +17.4% | -23.7% | -7.4% |
| YTD | +36.5% | +10.3% | +26.2% | +34.9% |
| 1Y | +46.2% | +12.5% | +33.8% | +41.6% |
| All | +46.2% | +11.6% | +34.6% | +41.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling