+4,250.2%
KO vs WEC
+4,021.5%
+228.7%
-55.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | WEC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.3% | +1.1% | -0.7% | -0.1% |
| 7D | +0.4% | +0.8% | -0.4% | +0.1% |
| 30D | +1.5% | +0.3% | +1.2% | +1.3% |
| 3M | +11.8% | -2.9% | +14.7% | +13.1% |
| 6M | +16.2% | -5.9% | +22.1% | +18.9% |
| YTD | +28.1% | +4.1% | +23.9% | +25.6% |
| 1Y | +34.8% | +3.1% | +31.6% | +32.6% |
| 3Y | +65.5% | +40.8% | +24.7% | +42.6% |
| 5Y | +81.6% | +31.7% | +49.9% | +59.5% |
| 10Y | +176.7% | +141.1% | +35.6% | +89.7% |
| All | +4,250.2% | +4,021.5% | +228.7% | +876.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling