+13,507.3%
GOOGL vs KO
+668.1%
+12,839.2%
-65.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.1% | -0.8% | -0.3% | -0.7% |
| 7D | -2.3% | -1.8% | -0.5% | -1.4% |
| 30D | -6.6% | +1.4% | -8.0% | -7.2% |
| 3M | -8.9% | +15.4% | -24.3% | -16.0% |
| 6M | +11.9% | +14.3% | -2.4% | +3.5% |
| YTD | +8.3% | +27.7% | -19.3% | -5.8% |
| 1Y | +46.2% | +32.7% | +13.5% | +23.9% |
| 3Y | +151.9% | +62.2% | +89.7% | +85.7% |
| 5Y | +137.7% | +80.0% | +57.7% | +63.9% |
| 10Y | +757.6% | +175.6% | +581.9% | +348.3% |
| All | +13,507.3% | +668.1% | +12,839.2% | +3,681.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling