+123.8%
STX vs KO
+43.6%
+80.2%
-49.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.1% | +1.1% | -9.2% | -6.7% |
| 7D | -20.2% | +4.4% | -24.6% | -15.2% |
| 30D | -37.2% | +10.7% | -47.9% | -27.8% |
| 3M | -34.1% | +11.3% | -45.4% | -23.4% |
| 6M | -24.5% | +24.0% | -48.5% | -0.7% |
| YTD | +102.9% | +39.7% | +63.2% | +212.2% |
| 1Y | +123.8% | +43.2% | +80.6% | +248.4% |
| All | +123.8% | +43.6% | +80.2% | +248.4% |
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