+7.0%
WMT vs KO
+31.0%
-24.0%
-23.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | KO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -0.8% | -0.3% | -0.8% |
| 7D | +3.9% | -1.8% | +5.7% | +4.7% |
| 30D | -4.4% | +1.4% | -5.8% | -5.0% |
| 3M | -8.8% | +15.4% | -24.2% | -14.0% |
| 6M | -15.6% | +14.3% | -29.9% | -20.0% |
| YTD | -3.2% | +27.7% | -30.9% | -8.7% |
| 1Y | +7.0% | +32.7% | -25.6% | +0.1% |
| All | +7.0% | +31.0% | -24.0% | +0.1% |
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