+289.3%
INTC vs CDE
+54.5%
+234.7%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.9% | +6.4% | +5.0% |
| 7D | +7.1% | +0.5% | +6.6% | +6.9% |
| 30D | -5.2% | +21.9% | -27.1% | -10.4% |
| 3M | -14.3% | +14.9% | -29.2% | -18.6% |
| 6M | +110.2% | -10.5% | +120.7% | +105.1% |
| YTD | +159.6% | +19.3% | +140.4% | +140.6% |
| 1Y | +289.3% | +50.8% | +238.5% | +266.4% |
| All | +289.3% | +54.5% | +234.7% | +266.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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