+61.5%
INTC vs CB
+28.2%
+33.3%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | +0.4% | -2.5% | -1.4% |
| 7D | +17.1% | 0.0% | +17.1% | +17.5% |
| 30D | -40.5% | +7.4% | -47.9% | -32.2% |
| 3M | -39.4% | +8.6% | -48.0% | -29.2% |
| 6M | -49.3% | +16.1% | -65.4% | -31.8% |
| YTD | +65.9% | +20.2% | +45.7% | +141.0% |
| 1Y | +61.5% | +27.2% | +34.3% | +154.0% |
| All | +61.5% | +28.2% | +33.3% | +154.0% |
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 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