+164.3%
INTC vs KO
+64.3%
+100.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.5% |
| 7D | +9.4% | -1.1% | +10.5% | +9.2% |
| 30D | +2.7% | +1.6% | +1.1% | +2.9% |
| 3M | -6.3% | +5.8% | -12.0% | -5.3% |
| 6M | +114.5% | +14.3% | +100.2% | +115.3% |
| YTD | +171.9% | +27.3% | +144.6% | +170.9% |
| 1Y | +305.0% | +33.2% | +271.8% | +301.4% |
| All | +164.3% | +64.3% | +100.0% | +156.7% |
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