+58.1%
INTC vs CB
+74.1%
-16.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.1% | -3.6% | -2.2% |
| 7D | +6.0% | +2.9% | +3.1% | +7.0% |
| 30D | -39.2% | +7.3% | -46.5% | -37.8% |
| 3M | -42.9% | +9.4% | -52.3% | -41.2% |
| 6M | -50.4% | +19.6% | -70.0% | -48.9% |
| YTD | +61.7% | +21.5% | +40.2% | +64.7% |
| 1Y | +66.1% | +28.0% | +38.1% | +65.9% |
| 3Y | +58.1% | +74.9% | -16.7% | +41.1% |
| All | +58.1% | +74.1% | -16.0% | +41.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling