+40.7%
SLB vs KHC
+9.0%
+31.6%
-22.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -2.8% | +3.4% | +0.6% |
| 7D | -7.1% | +1.1% | -8.2% | -7.1% |
| 30D | +4.1% | +12.0% | -7.9% | +3.5% |
| 3M | -2.6% | +0.2% | -2.8% | -2.6% |
| 6M | -8.6% | +10.3% | -18.9% | -9.1% |
| YTD | +32.2% | +6.7% | +25.5% | +30.5% |
| 1Y | +40.7% | +10.9% | +29.8% | +36.5% |
| All | +40.7% | +9.0% | +31.6% | +36.5% |
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 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