+111.7%
INTC vs CAPR
+87.6%
+24.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -3.6% | +12.7% | +9.1% |
| 7D | +17.4% | -9.5% | +26.9% | +17.6% |
| 30D | +2.8% | +121.5% | -118.7% | +1.3% |
| 3M | -5.3% | -65.4% | +60.1% | -4.5% |
| 6M | +140.6% | -67.5% | +208.1% | +142.5% |
| YTD | +183.1% | -68.6% | +251.7% | +185.3% |
| 1Y | +326.8% | +42.7% | +284.1% | +305.1% |
| 3Y | +179.4% | +43.4% | +136.1% | +146.0% |
| 5Y | +111.7% | +86.0% | +25.7% | +70.1% |
| All | +111.7% | +87.6% | +24.2% | +70.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CAPR.
Daily Out/Under-Performance
Portfolio return minus CAPR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAPR 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CAPR 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling