+23.5%
INTC vs CCL
+32.3%
-8.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.2% | -1.9% | -2.0% |
| 7D | -4.0% | +5.8% | -9.8% | -5.5% |
| 30D | -44.5% | +17.3% | -61.7% | -47.1% |
| 3M | -40.4% | +11.3% | -51.7% | -42.6% |
| 6M | -53.5% | +18.5% | -71.9% | -56.1% |
| YTD | +57.5% | +2.8% | +54.7% | +53.1% |
| 1Y | +51.2% | +16.7% | +34.4% | +41.1% |
| 3Y | +51.6% | +146.0% | -94.4% | +12.9% |
| 5Y | +23.5% | +33.6% | -10.2% | 0.0% |
| All | +23.5% | +32.3% | -8.8% | 0.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 5y: compounded portfolio wealth divided by compounded CCL 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…
5y analysis · Full analysis span regression · 6 months rolling