+17.7%
INTC vs C
+107.6%
-89.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | C | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | +0.5% | +7.2% | +7.4% |
| 7D | -14.4% | -2.4% | -12.0% | -13.0% |
| 30D | -50.2% | -6.0% | -44.3% | -48.1% |
| 3M | -43.6% | -10.5% | -33.1% | -39.4% |
| 6M | -50.2% | -5.7% | -44.5% | -48.2% |
| YTD | +52.5% | +4.1% | +48.4% | +48.5% |
| 1Y | +51.1% | +20.5% | +30.6% | +34.5% |
| 3Y | +50.3% | +208.1% | -157.8% | -23.1% |
| All | +17.7% | +107.6% | -89.9% | -29.5% |
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