+1,315.3%
AMAT vs C
+229.8%
+1,085.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +2.5% | +8.9% | +9.8% |
| 7D | -1.1% | -0.9% | -0.1% | -0.1% |
| 30D | -26.9% | -5.4% | -21.5% | -24.0% |
| 3M | -31.2% | -9.2% | -22.0% | -26.8% |
| 6M | -14.7% | -1.8% | -12.9% | -12.8% |
| YTD | +44.7% | +6.7% | +38.0% | +40.0% |
| 1Y | +62.0% | +23.5% | +38.4% | +43.6% |
| 3Y | +165.0% | +219.8% | -54.8% | +30.2% |
| 5Y | +147.1% | +112.4% | +34.7% | +52.8% |
| 10Y | +1,315.3% | +220.1% | +1,095.2% | +727.1% |
| All | +1,315.3% | +229.8% | +1,085.5% | +727.1% |
Cumulative growth
Daily Returns
Daily percentage return beside C.
Daily Out/Under-Performance
Portfolio return minus C return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × C 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 10y: compounded portfolio wealth divided by compounded C 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…
10y analysis · Full analysis span regression · 6 months rolling