+129.2%
INTC vs KO
+16.9%
+112.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.3% | +8.7% | +9.4% |
| 7D | +17.4% | +0.4% | +17.0% | +17.8% |
| 30D | +2.8% | +1.5% | +1.3% | +4.4% |
| 3M | -5.3% | +11.8% | -17.1% | +3.0% |
| All | +129.2% | +16.9% | +112.3% | +148.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling