+40.6%
GLW vs KO
+43.6%
-3.0%
-53.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.1% | -6.9% | -4.7% |
| 7D | -9.5% | +4.4% | -13.9% | -5.2% |
| 30D | -25.5% | +10.7% | -36.2% | -16.6% |
| 3M | -25.6% | +11.3% | -36.9% | -16.0% |
| 6M | -25.5% | +24.0% | -49.5% | -10.4% |
| YTD | +36.4% | +39.7% | -3.3% | +70.8% |
| 1Y | +40.6% | +43.2% | -2.6% | +77.7% |
| All | +40.6% | +43.6% | -3.0% | +77.7% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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