+43.2%
KO vs COP
+61.7%
-18.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.2% | +6.2% | +1.3% |
| 7D | +4.4% | -8.1% | +12.6% | +4.9% |
| 30D | +10.7% | +6.7% | +4.1% | +10.2% |
| 3M | +11.3% | +16.9% | -5.5% | +10.3% |
| 6M | +24.0% | +11.2% | +12.9% | +22.7% |
| YTD | +39.7% | +49.5% | -9.8% | +34.0% |
| 1Y | +43.2% | +60.7% | -17.4% | +35.7% |
| All | +43.2% | +61.7% | -18.4% | +35.7% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 1y: compounded portfolio wealth divided by compounded COP 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…
1y analysis · Full analysis span regression · 6 months rolling