+116.0%
INTC vs CCL
+1.3%
+114.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -2.2% | +3.8% | +2.3% |
| 7D | +18.0% | -4.4% | +22.4% | +19.5% |
| 30D | +8.9% | -18.2% | +27.1% | +15.4% |
| 3M | -1.6% | -17.7% | +16.2% | +3.9% |
| 6M | +133.1% | -13.0% | +146.1% | +140.4% |
| YTD | +187.9% | -24.5% | +212.4% | +207.7% |
| 1Y | +334.7% | -26.9% | +361.6% | +366.0% |
| 3Y | +184.2% | +50.8% | +133.4% | +142.8% |
| 5Y | +116.0% | -0.9% | +116.9% | +88.1% |
| All | +116.0% | +1.3% | +114.7% | +88.1% |
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