+4,250.2%
KO vs EIX
+1,137.3%
+3,112.9%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +4.5% | -4.2% | -0.6% |
| 7D | +0.4% | +0.9% | -0.5% | +0.1% |
| 30D | +1.5% | -13.5% | +15.0% | +3.5% |
| 3M | +11.8% | -15.3% | +27.1% | +14.5% |
| 6M | +16.2% | -15.3% | +31.6% | +18.9% |
| YTD | +28.1% | +2.7% | +25.4% | +25.7% |
| 1Y | +34.8% | +17.4% | +17.3% | +28.5% |
| 3Y | +65.5% | -1.3% | +66.8% | +61.3% |
| 5Y | +81.6% | +27.2% | +54.4% | +67.1% |
| 10Y | +176.7% | +22.7% | +154.0% | +149.7% |
| All | +4,250.2% | +1,137.3% | +3,112.9% | +1,683.3% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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