+270.0%
INTC vs CAT
+1,125.3%
-855.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-09 to 2026-09-09.
| Period | Portfolio | CAT | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +2.2% |
| 7D | +18.0% | +2.9% | +15.0% | +16.1% |
| 30D | +8.9% | -2.6% | +11.6% | +10.8% |
| 3M | -1.6% | -10.7% | +9.1% | +6.1% |
| 6M | +133.1% | +16.1% | +116.9% | +119.5% |
| YTD | +187.9% | +43.2% | +144.7% | +144.5% |
| 1Y | +334.7% | +96.8% | +237.9% | +213.3% |
| 3Y | +184.2% | +201.4% | -17.2% | +64.7% |
| 5Y | +116.0% | +332.7% | -216.7% | +2.0% |
| 10Y | +270.0% | +1,157.1% | -887.1% | +11.8% |
| All | +270.0% | +1,125.3% | -855.3% | +11.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CAT.
Daily Out/Under-Performance
Portfolio return minus CAT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CAT 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 2016-09-09 to 2026-09-09: compounded portfolio wealth divided by compounded CAT 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…
2016-09-09 to 2026-09-09 analysis · Full analysis span regression · 6 months rolling