+63.8%
KO vs GE
+267.2%
-203.4%
-15.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | GE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -0.2% | +0.7% | +0.5% |
| 7D | +0.2% | -4.0% | +4.2% | +0.3% |
| 30D | +1.8% | -11.4% | +13.2% | +2.0% |
| 3M | +7.7% | -2.6% | +10.3% | +7.6% |
| 6M | +15.3% | -0.3% | +15.6% | +14.9% |
| YTD | +28.0% | +5.4% | +22.6% | +27.3% |
| 1Y | +34.3% | +15.5% | +18.7% | +33.1% |
| 3Y | +63.8% | +260.8% | -197.0% | +39.1% |
| All | +63.8% | +267.2% | -203.4% | +39.1% |
Cumulative growth
Daily Returns
Daily percentage return beside GE.
Daily Out/Under-Performance
Portfolio return minus GE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × GE 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 GE 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