+102.3%
INTC vs KO
+81.8%
+20.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.3% | -5.9% | -5.6% |
| 7D | +9.4% | -1.1% | +10.5% | +9.6% |
| 30D | +2.7% | +1.6% | +1.1% | +2.3% |
| 3M | -6.3% | +5.8% | -12.0% | -7.8% |
| 6M | +114.5% | +14.3% | +100.2% | +105.3% |
| YTD | +171.9% | +27.3% | +144.6% | +150.5% |
| 1Y | +305.0% | +33.2% | +271.8% | +265.4% |
| 3Y | +168.3% | +64.5% | +103.9% | +115.4% |
| 5Y | +102.3% | +83.1% | +19.2% | +54.5% |
| All | +102.3% | +81.8% | +20.5% | +54.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling