+165.3%
INTC vs C
+263.5%
-98.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.3% | +4.8% | +4.7% |
| 7D | +7.1% | +3.6% | +3.4% | +4.6% |
| 30D | -5.2% | +0.1% | -5.3% | -5.3% |
| 3M | -14.3% | +2.4% | -16.7% | -15.3% |
| 6M | +110.2% | +24.9% | +85.2% | +83.0% |
| YTD | +159.6% | +19.8% | +139.8% | +129.7% |
| 1Y | +289.3% | +44.9% | +244.4% | +202.8% |
| All | +165.3% | +263.5% | -98.2% | +39.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling