-49.5%
ORCL vs KO
+43.6%
-93.1%
-53.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.9% | +1.1% | -3.0% | -0.7% |
| 7D | -14.4% | +4.4% | -18.8% | -9.7% |
| 30D | -12.8% | +10.7% | -23.6% | -1.4% |
| 3M | -14.8% | +11.3% | -26.1% | -2.9% |
| 6M | -30.9% | +24.0% | -54.9% | -7.8% |
| YTD | -35.7% | +39.7% | -75.4% | -7.5% |
| 1Y | -49.5% | +43.2% | -92.7% | -25.6% |
| All | -49.5% | +43.6% | -93.1% | -25.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling