+9,656.7%
INTC vs CAG
+570.2%
+9,086.5%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CAG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.9% | -0.2% | -1.7% |
| 7D | +17.1% | -6.2% | +23.3% | +18.5% |
| 30D | -40.5% | +7.4% | -47.9% | -41.9% |
| 3M | -39.4% | -1.6% | -37.8% | -39.9% |
| 6M | -49.3% | +6.3% | -55.6% | -51.0% |
| YTD | +65.9% | -10.1% | +75.9% | +65.0% |
| 1Y | +61.5% | -10.2% | +71.8% | +60.6% |
| 3Y | +59.6% | -37.3% | +96.9% | +70.6% |
| 5Y | +31.2% | -41.6% | +72.7% | +40.9% |
| 10Y | +116.6% | -38.1% | +154.7% | +119.8% |
| All | +9,656.7% | +570.2% | +9,086.5% | +4,300.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CAG.
Daily Out/Under-Performance
Portfolio return minus CAG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAG 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 all: compounded portfolio wealth divided by compounded CAG 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…
all analysis · Full analysis span regression · 6 months rolling