+52,297.5%
NFLX vs KO
+603.7%
+51,693.9%
-82.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.9% | -0.1% | -2.7% | -2.8% |
| 7D | -4.4% | +1.8% | -6.2% | -5.1% |
| 30D | -11.0% | +8.1% | -19.2% | -13.9% |
| 3M | -15.5% | +13.0% | -28.6% | -19.8% |
| 6M | -28.5% | +23.3% | -51.8% | -34.5% |
| YTD | -33.1% | +42.1% | -75.2% | -42.5% |
| 1Y | -45.8% | +39.9% | -85.7% | -53.1% |
| 3Y | +40.2% | +87.3% | -47.1% | +5.3% |
| 5Y | -8.2% | +99.3% | -107.4% | -33.3% |
| 10Y | +446.2% | +223.8% | +222.4% | +201.8% |
| All | +52,297.5% | +603.7% | +51,693.9% | +16,690.6% |
Cumulative growth
Daily Returns
Daily percentage return beside KO.
Daily Out/Under-Performance
Portfolio return minus KO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × KO 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 KO 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