+228.7%
KO vs C
+216.5%
+12.1%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.9% | 0.0% | +1.9% | +1.9% |
| 7D | +3.7% | +4.2% | -0.4% | +2.9% |
| 30D | +8.1% | +2.0% | +6.2% | +7.7% |
| 3M | +14.2% | -10.1% | +24.3% | +16.3% |
| 6M | +25.2% | +1.0% | +24.2% | +24.2% |
| YTD | +44.7% | +8.5% | +36.3% | +40.6% |
| 1Y | +43.4% | +25.7% | +17.6% | +34.9% |
| 3Y | +90.1% | +216.0% | -125.9% | +40.7% |
| 5Y | +103.0% | +112.3% | -9.4% | +63.6% |
| All | +228.7% | +216.5% | +12.1% | +141.6% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling