+341.8%
STX vs KO
+33.0%
+308.8%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.7% | +0.3% | -3.0% | -2.2% |
| 7D | +8.0% | -1.1% | +9.1% | +6.4% |
| 30D | +5.1% | +1.6% | +3.5% | +7.8% |
| 3M | +5.8% | +5.8% | 0.0% | +18.1% |
| 6M | +124.9% | +14.3% | +110.7% | +167.0% |
| YTD | +213.9% | +27.3% | +186.6% | +339.3% |
| All | +341.8% | +33.0% | +308.8% | +546.3% |
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