+43.2%
KO vs SHOP
-6.2%
+49.4%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.1% | +7.3% | -6.3% | +1.3% |
| 7D | +4.4% | -9.0% | +13.5% | +4.0% |
| 30D | +10.7% | -4.4% | +15.2% | +10.5% |
| 3M | +11.3% | +24.1% | -12.8% | +12.7% |
| 6M | +24.0% | +20.0% | +4.1% | +25.7% |
| YTD | +39.7% | -4.9% | +44.6% | +40.3% |
| 1Y | +43.2% | -4.9% | +48.2% | +44.0% |
| All | +43.2% | -6.2% | +49.4% | +44.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SHOP.
Daily Out/Under-Performance
Portfolio return minus SHOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHOP 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 SHOP 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