+183.0%
KO vs LSCC
+1,833.8%
-1,650.8%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.7% | +0.8% | -0.8% |
| 7D | -0.8% | +1.4% | -2.2% | -0.8% |
| 30D | +0.8% | -10.0% | +10.8% | +1.2% |
| 3M | +8.3% | -16.1% | +24.4% | +8.7% |
| 6M | +14.0% | +27.4% | -13.3% | +11.7% |
| YTD | +26.9% | +56.9% | -30.0% | +22.7% |
| 1Y | +32.7% | +74.6% | -41.9% | +27.2% |
| 3Y | +63.9% | +26.0% | +38.0% | +58.3% |
| 5Y | +81.7% | +86.1% | -4.4% | +65.4% |
| 10Y | +183.0% | +1,830.6% | -1,647.6% | +115.6% |
| All | +183.0% | +1,833.8% | -1,650.8% | +115.6% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 10y: compounded portfolio wealth divided by compounded LSCC 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…
10y analysis · Full analysis span regression · 6 months rolling