+381.8%
STX vs KHC
-2.0%
+383.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +0.2% | +6.3% | +6.7% |
| 7D | +10.7% | -2.2% | +13.0% | +8.6% |
| 30D | +11.3% | -0.1% | +11.4% | +11.7% |
| 3M | +3.2% | +8.3% | -5.1% | +12.6% |
| 6M | +157.0% | +5.0% | +152.0% | +168.8% |
| YTD | +229.2% | +8.0% | +221.2% | +263.5% |
| 1Y | +381.8% | -1.1% | +382.9% | +428.3% |
| All | +381.8% | -2.0% | +383.8% | +428.3% |
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 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