+25.0%
INTC vs CAPR
+160.6%
-135.6%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CAPR | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +9.4% | -4.0% | +5.3% |
| 7D | -1.0% | +36.0% | -37.1% | -1.5% |
| 30D | -43.3% | +25.8% | -69.1% | -43.5% |
| 3M | -41.6% | +140.8% | -182.4% | -42.5% |
| 6M | -52.5% | -67.6% | +15.1% | -52.1% |
| YTD | +60.9% | -65.9% | +126.8% | +61.8% |
| 1Y | +55.7% | +66.1% | -10.4% | +47.2% |
| 3Y | +59.2% | +256.9% | -197.7% | +33.4% |
| 5Y | +25.0% | +172.1% | -147.1% | -0.4% |
| All | +25.0% | +160.6% | -135.6% | -0.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling