+5,832.8%
COKE price history and return analytics
+368.9%
+5,463.9%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.0% | +0.9% | +1.1% | +1.5% |
| 7D | +1.7% | -1.1% | +2.8% | +2.4% |
| 30D | +2.0% | -1.0% | +3.0% | +2.7% |
| 3M | +3.5% | +3.2% | +0.4% | +1.3% |
| 6M | -7.7% | +12.5% | -20.2% | -15.0% |
| YTD | +26.2% | +14.1% | +12.1% | +15.0% |
| 1Y | +56.1% | +18.9% | +37.2% | +38.2% |
| 3Y | +195.1% | +74.1% | +121.0% | +102.3% |
| 5Y | +417.3% | +66.9% | +350.5% | +264.7% |
| 10Y | +1,283.4% | +228.3% | +1,055.1% | +541.8% |
| All | +5,832.8% | +368.9% | +5,463.9% | +1,981.8% |
Cumulative growth
Daily Returns
Daily percentage return beside VT.
Daily Out/Under-Performance
Portfolio return minus VT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VT 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 VT 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