+81.6%
KO vs EBAY
+57.2%
+24.4%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EBAY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.5% | -1.1% | +0.2% |
| 7D | -1.1% | -0.8% | -0.3% | -1.0% |
| 30D | +1.6% | -0.6% | +2.2% | +1.6% |
| 3M | +5.8% | -1.0% | +6.7% | +5.8% |
| 6M | +14.3% | +16.3% | -2.0% | +12.1% |
| YTD | +27.3% | +21.7% | +5.6% | +23.9% |
| 1Y | +33.2% | +16.5% | +16.7% | +29.8% |
| 3Y | +64.5% | +154.2% | -89.7% | +40.1% |
| All | +81.6% | +57.2% | +24.4% | +53.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EBAY.
Daily Out/Under-Performance
Portfolio return minus EBAY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EBAY 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 5y: compounded portfolio wealth divided by compounded EBAY 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…
5y analysis · Full analysis span regression · 6 months rolling