+49.9%
XLE vs KHC
+11.6%
+38.2%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.7% | +3.8% | -8.5% | -4.8% |
| 7D | -7.2% | +6.6% | -13.8% | -7.3% |
| 30D | +0.1% | +16.5% | -16.4% | -0.4% |
| 3M | +9.2% | -3.0% | +12.2% | +9.4% |
| 6M | +8.4% | +17.4% | -9.0% | +7.0% |
| YTD | +44.9% | +10.3% | +34.5% | +43.4% |
| 1Y | +49.9% | +12.5% | +37.4% | +46.5% |
| All | +49.9% | +11.6% | +38.2% | +46.5% |
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