+16,554.9%
INTC vs KO
+4,292.4%
+12,262.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +0.3% | +8.7% | +8.9% |
| 7D | +17.4% | +0.4% | +17.0% | +17.2% |
| 30D | +2.8% | +1.5% | +1.3% | +1.9% |
| 3M | -5.3% | +11.8% | -17.1% | -10.8% |
| 6M | +140.6% | +16.2% | +124.4% | +122.2% |
| YTD | +183.1% | +28.1% | +155.0% | +150.0% |
| 1Y | +326.8% | +34.8% | +292.0% | +266.8% |
| 3Y | +179.4% | +65.5% | +114.0% | +116.6% |
| 5Y | +111.7% | +81.6% | +30.2% | +57.1% |
| 10Y | +253.8% | +176.7% | +77.1% | +118.7% |
| All | +16,554.9% | +4,292.4% | +12,262.5% | +2,477.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling