+326.8%
INTC vs CB
+22.5%
+304.3%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.4% | +10.5% | +7.2% |
| 7D | +17.4% | -0.6% | +18.0% | +16.7% |
| 30D | +2.8% | -3.9% | +6.7% | -2.0% |
| 3M | -5.3% | +4.9% | -10.2% | +2.9% |
| 6M | +140.6% | +3.3% | +137.3% | +160.9% |
| YTD | +183.1% | +8.5% | +174.6% | +225.5% |
| 1Y | +326.8% | +22.1% | +304.7% | +415.4% |
| All | +326.8% | +22.5% | +304.3% | +415.4% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling