+111.7%
INTC vs C
+128.9%
-17.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.7% | +9.8% | +9.5% |
| 7D | +17.4% | +3.2% | +14.3% | +15.2% |
| 30D | +2.8% | +1.3% | +1.5% | +1.9% |
| 3M | -5.3% | +3.1% | -8.4% | -6.8% |
| 6M | +140.6% | +29.6% | +111.0% | +106.8% |
| YTD | +183.1% | +19.0% | +164.2% | +153.6% |
| 1Y | +326.8% | +45.6% | +281.1% | +237.1% |
| 3Y | +179.4% | +269.3% | -89.8% | +30.0% |
| 5Y | +111.7% | +131.6% | -19.8% | +15.3% |
| All | +111.7% | +128.9% | -17.1% | +15.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling