+102.4%
STX vs KHC
+8.5%
+93.9%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | +2.6% | -5.7% | -0.7% |
| 7D | +14.6% | +2.0% | +12.6% | +17.0% |
| 30D | -26.0% | +10.6% | -36.6% | -17.5% |
| 3M | -42.6% | +0.5% | -43.1% | -40.4% |
| 6M | -35.3% | +12.1% | -47.3% | -26.4% |
| YTD | +92.5% | +8.9% | +83.6% | +122.3% |
| 1Y | +102.4% | +7.5% | +94.9% | +133.0% |
| All | +102.4% | +8.5% | +93.9% | +133.0% |
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