+366.8%
CSCO vs DRI
+350.3%
+16.5%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-08 to 2026-09-08.
| Period | Portfolio | DRI | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.8% | +1.8% | +0.4% |
| 7D | -0.5% | -1.2% | +0.7% | -0.2% |
| 30D | -10.1% | -0.4% | -9.7% | -10.1% |
| 3M | -11.7% | +9.5% | -21.2% | -14.0% |
| 6M | +40.1% | +6.5% | +33.6% | +37.2% |
| YTD | +43.8% | +18.4% | +25.4% | +36.6% |
| 1Y | +66.6% | +4.2% | +62.4% | +63.0% |
| 3Y | +108.5% | +57.1% | +51.4% | +81.4% |
| 5Y | +114.0% | +70.4% | +43.5% | +80.0% |
| 10Y | +366.8% | +354.0% | +12.8% | +215.8% |
| All | +366.8% | +350.3% | +16.5% | +215.8% |
Cumulative growth
Daily Returns
Daily percentage return beside DRI.
Daily Out/Under-Performance
Portfolio return minus DRI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DRI 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 2016-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded DRI 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…
2016-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling