+106.4%
INTC vs CB
+246.9%
-140.5%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +1.6% | -3.6% | -2.6% |
| 7D | -4.0% | +0.7% | -4.7% | -4.3% |
| 30D | -44.5% | +8.2% | -52.7% | -46.2% |
| 3M | -40.4% | +6.3% | -46.7% | -42.1% |
| 6M | -53.5% | +16.2% | -69.7% | -57.0% |
| YTD | +57.5% | +19.3% | +38.2% | +42.6% |
| 1Y | +51.2% | +29.2% | +22.0% | +31.6% |
| 3Y | +51.6% | +71.4% | -19.9% | +14.2% |
| 5Y | +23.5% | +104.2% | -80.8% | -16.0% |
| 10Y | +106.4% | +246.7% | -140.3% | +10.5% |
| All | +106.4% | +246.9% | -140.5% | +10.5% |
Cumulative growth
Daily Returns
Daily percentage return beside CB.
Daily Out/Under-Performance
Portfolio return minus CB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CB 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 10y: compounded portfolio wealth divided by compounded CB 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…
10y analysis · Full analysis span regression · 6 months rolling