+253.8%
INTC vs C
+289.2%
-35.4%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.7% | +9.8% | +9.4% |
| 7D | +17.4% | +3.2% | +14.3% | +15.6% |
| 30D | +2.8% | +1.3% | +1.5% | +2.1% |
| 3M | -5.3% | +3.1% | -8.4% | -6.5% |
| 6M | +140.6% | +29.6% | +111.0% | +112.3% |
| YTD | +183.1% | +19.0% | +164.2% | +158.9% |
| 1Y | +326.8% | +45.6% | +281.1% | +252.3% |
| 3Y | +179.4% | +269.3% | -89.8% | +48.4% |
| 5Y | +111.7% | +131.6% | -19.8% | +36.1% |
| 10Y | +253.8% | +286.5% | -32.7% | +84.1% |
| All | +253.8% | +289.2% | -35.4% | +84.1% |
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