+177.9%
KO vs WEC
+146.6%
+31.3%
-37.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | -0.8% | +1.1% | +0.7% |
| 7D | -1.1% | -1.3% | +0.2% | -0.5% |
| 30D | +1.6% | -0.4% | +1.9% | +1.7% |
| 3M | +5.8% | -6.8% | +12.5% | +9.2% |
| 6M | +14.3% | -6.4% | +20.7% | +17.6% |
| YTD | +27.3% | +2.5% | +24.8% | +25.4% |
| 1Y | +33.2% | -0.4% | +33.6% | +32.7% |
| 3Y | +64.5% | +38.5% | +25.9% | +39.2% |
| 5Y | +83.1% | +31.7% | +51.4% | +57.0% |
| All | +177.9% | +146.6% | +31.3% | +83.4% |
Cumulative growth
Daily Returns
Daily percentage return beside WEC.
Daily Out/Under-Performance
Portfolio return minus WEC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × WEC 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 WEC 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