+43.2%
KO vs EOG
+45.9%
-2.7%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EOG | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | -5.2% | +6.3% | +1.4% |
| 7D | +4.4% | -8.6% | +13.0% | +5.0% |
| 30D | +10.7% | +2.8% | +8.0% | +10.3% |
| 3M | +11.3% | +3.2% | +8.2% | +10.9% |
| 6M | +24.0% | +5.3% | +18.7% | +22.8% |
| YTD | +39.7% | +44.5% | -4.8% | +30.1% |
| 1Y | +43.2% | +44.2% | -0.9% | +32.9% |
| All | +43.2% | +45.9% | -2.7% | +32.9% |
Cumulative growth
Daily Returns
Daily percentage return beside EOG.
Daily Out/Under-Performance
Portfolio return minus EOG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EOG 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 EOG 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