+1,508.3%
STX vs KHC
-42.1%
+1,550.4%
-61.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -2.8% | +1.6% | -0.8% |
| 7D | -28.5% | +1.1% | -29.6% | -28.7% |
| 30D | -42.9% | +12.0% | -54.9% | -44.2% |
| 3M | -45.9% | +0.2% | -46.1% | -46.2% |
| 6M | -41.3% | +10.3% | -51.6% | -43.4% |
| YTD | +67.9% | +6.7% | +61.2% | +61.9% |
| 1Y | +66.5% | +10.9% | +55.7% | +58.8% |
| 3Y | +588.0% | -12.6% | +600.6% | +585.6% |
| 5Y | +449.1% | -16.3% | +465.4% | +444.6% |
| 10Y | +1,982.8% | -53.2% | +2,036.1% | +2,063.3% |
| All | +1,508.3% | -42.1% | +1,550.4% | +1,442.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling