+98.4%
INTC vs CB
+247.7%
-149.3%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.8% | +9.5% | +8.3% |
| 7D | -14.4% | +0.2% | -14.7% | -14.6% |
| 30D | -50.2% | +9.1% | -59.3% | -51.9% |
| 3M | -43.6% | +3.4% | -47.0% | -44.7% |
| 6M | -50.2% | +14.1% | -64.3% | -53.6% |
| YTD | +52.5% | +18.0% | +34.5% | +38.6% |
| 1Y | +51.1% | +30.1% | +21.0% | +30.9% |
| 3Y | +50.3% | +71.8% | -21.5% | +13.0% |
| 5Y | +19.2% | +101.8% | -82.7% | -18.6% |
| All | +98.4% | +247.7% | -149.3% | +7.0% |
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