+94.7%
XBI vs KHC
-42.1%
+136.8%
-63.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -1.2% | -0.4% | -1.3% |
| 7D | -3.6% | -4.8% | +1.2% | -2.5% |
| 30D | +0.9% | +0.3% | +0.6% | +0.7% |
| 3M | +21.4% | +6.7% | +14.7% | +18.8% |
| 6M | +25.5% | +4.2% | +21.3% | +23.3% |
| YTD | +30.8% | +6.7% | +24.1% | +27.3% |
| 1Y | +68.6% | -1.4% | +70.0% | +67.4% |
| 3Y | +103.9% | -11.8% | +115.7% | +106.1% |
| 5Y | +20.8% | -13.4% | +34.1% | +20.9% |
| 10Y | +164.0% | -54.3% | +218.3% | +190.2% |
| All | +94.7% | -42.1% | +136.8% | +81.9% |
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