+289.3%
INTC vs KO
+31.0%
+258.2%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +3.9% |
| 7D | +7.1% | -1.8% | +8.8% | +5.7% |
| 30D | -5.2% | +1.4% | -6.6% | -4.1% |
| 3M | -14.3% | +15.4% | -29.7% | -7.0% |
| 6M | +110.2% | +14.3% | +95.9% | +126.7% |
| YTD | +159.6% | +27.7% | +132.0% | +202.8% |
| 1Y | +289.3% | +32.7% | +256.6% | +389.8% |
| All | +289.3% | +31.0% | +258.2% | +389.8% |
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