+43.6%
XLE vs KHC
+9.0%
+34.6%
-15.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KHC | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.8% | +2.8% | 0.0% |
| 7D | -12.0% | +1.1% | -13.1% | -12.0% |
| 30D | -2.7% | +12.0% | -14.7% | -3.2% |
| 3M | +6.6% | +0.2% | +6.4% | +6.5% |
| 6M | +9.5% | +10.3% | -0.8% | +8.6% |
| YTD | +40.6% | +6.7% | +33.8% | +39.1% |
| 1Y | +43.6% | +10.9% | +32.7% | +39.3% |
| All | +43.6% | +9.0% | +34.6% | +39.3% |
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