+81.6%
KO vs SYY
+22.1%
+59.6%
-17.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | SYY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +0.9% | -0.6% | +0.1% |
| 7D | -1.1% | +1.5% | -2.6% | -1.5% |
| 30D | +1.6% | -2.3% | +3.9% | +2.2% |
| 3M | +5.8% | +5.5% | +0.3% | +4.2% |
| 6M | +14.3% | -1.0% | +15.2% | +14.0% |
| YTD | +27.3% | +14.1% | +13.2% | +21.2% |
| 1Y | +33.2% | +5.6% | +27.6% | +29.8% |
| 3Y | +64.5% | +27.9% | +36.6% | +48.9% |
| All | +81.6% | +22.1% | +59.6% | +64.4% |
Cumulative growth
Daily Returns
Daily percentage return beside SYY.
Daily Out/Under-Performance
Portfolio return minus SYY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SYY 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 SYY 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