+106.4%
INTC vs C
+218.0%
-111.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.2% | -2.3% | -2.2% |
| 7D | -4.0% | -0.4% | -3.6% | -3.6% |
| 30D | -44.5% | -5.2% | -39.3% | -42.8% |
| 3M | -40.4% | -9.1% | -31.3% | -37.3% |
| 6M | -53.5% | -1.6% | -51.9% | -52.8% |
| YTD | +57.5% | +6.9% | +50.6% | +52.5% |
| 1Y | +51.2% | +23.0% | +28.2% | +36.5% |
| 3Y | +51.6% | +216.1% | -164.6% | -12.9% |
| 5Y | +23.5% | +112.2% | -88.8% | -16.6% |
| 10Y | +106.4% | +208.8% | -102.4% | +24.2% |
| All | +106.4% | +218.0% | -111.6% | +24.2% |
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