+33.6%
KO vs TEL
-2.0%
+35.6%
-7.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | TEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | 0.0% | +0.3% | +0.3% |
| 7D | -1.1% | -2.3% | +1.2% | -1.2% |
| 30D | +1.6% | -6.1% | +7.6% | +1.3% |
| 3M | +5.8% | +1.7% | +4.1% | +5.9% |
| 6M | +14.3% | +1.6% | +12.7% | +14.6% |
| YTD | +27.3% | -9.1% | +36.4% | +27.0% |
| All | +33.6% | -2.0% | +35.6% | +33.8% |
Cumulative growth
Daily Returns
Daily percentage return beside TEL.
Daily Out/Under-Performance
Portfolio return minus TEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × TEL 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 TEL 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