+23.5%
INTC vs BP
+101.9%
-78.4%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | 0.0% | -2.1% | -2.1% |
| 7D | -4.0% | -6.3% | +2.3% | -2.3% |
| 30D | -44.5% | -3.6% | -40.9% | -44.0% |
| 3M | -40.4% | +5.2% | -45.6% | -41.5% |
| 6M | -53.5% | +5.3% | -58.8% | -54.6% |
| YTD | +57.5% | +33.1% | +24.4% | +39.2% |
| 1Y | +51.2% | +26.3% | +24.9% | +36.0% |
| 3Y | +51.6% | +47.5% | +4.1% | +26.8% |
| 5Y | +23.5% | +106.2% | -82.7% | -10.6% |
| All | +23.5% | +101.9% | -78.4% | -10.6% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 5y: compounded portfolio wealth divided by compounded BP 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…
5y analysis · Full analysis span regression · 6 months rolling