+96.6%
KO vs LIN
+64.4%
+32.2%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | -1.1% | +1.1% | +0.3% |
| 7D | +1.7% | +0.2% | +1.5% | +1.6% |
| 30D | +11.5% | +6.5% | +5.0% | +9.4% |
| 3M | +10.8% | +5.5% | +5.3% | +9.0% |
| 6M | +22.3% | +3.3% | +18.9% | +20.8% |
| YTD | +39.5% | +22.0% | +17.5% | +30.6% |
| 1Y | +42.2% | +25.7% | +16.5% | +31.8% |
| 3Y | +83.1% | +36.2% | +46.8% | +64.3% |
| All | +96.6% | +64.4% | +32.2% | +64.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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