+58.1%
INTC vs KO
+91.1%
-33.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.9% | -4.4% | -1.8% |
| 7D | +6.0% | +3.7% | +2.3% | +7.5% |
| 30D | -39.2% | +8.1% | -47.3% | -37.2% |
| 3M | -42.9% | +14.2% | -57.2% | -40.2% |
| 6M | -50.4% | +25.2% | -75.6% | -47.6% |
| YTD | +61.7% | +44.7% | +17.0% | +68.6% |
| 1Y | +66.1% | +43.4% | +22.8% | +73.3% |
| 3Y | +58.1% | +90.1% | -31.9% | +70.7% |
| All | +58.1% | +91.1% | -33.0% | +70.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling