+86.8%
KO vs C
+222.1%
-135.2%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +1.6% | -0.9% | +0.7% |
| 7D | +1.8% | -0.4% | +2.3% | +1.8% |
| 30D | +8.7% | -5.3% | +14.0% | +8.6% |
| 3M | +13.5% | -8.0% | +21.5% | +13.3% |
| 6M | +25.6% | -0.3% | +25.8% | +25.5% |
| YTD | +42.3% | +8.6% | +33.6% | +42.0% |
| 1Y | +39.9% | +25.8% | +14.1% | +39.1% |
| All | +86.8% | +222.1% | -135.2% | +78.9% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling