+73.6%
SLB vs KHC
-15.5%
+89.1%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +0.9% | -1.0% | -0.3% |
| 7D | +2.6% | -3.3% | +5.9% | +3.3% |
| 30D | +4.4% | +9.1% | -4.8% | +2.0% |
| 3M | -2.7% | +1.4% | -4.1% | -3.3% |
| 6M | -7.5% | +8.4% | -15.9% | -10.1% |
| YTD | +34.8% | +6.2% | +28.7% | +31.3% |
| 1Y | +44.6% | +5.7% | +38.9% | +40.9% |
| 3Y | +3.2% | -12.0% | +15.2% | +4.0% |
| 5Y | +73.6% | -15.3% | +88.9% | +70.7% |
| All | +73.6% | -15.5% | +89.1% | +70.7% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling