+103.2%
INTC vs CDE
+196.4%
-93.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.2% | +1.4% | +2.4% |
| 7D | +7.5% | -3.1% | +10.6% | +8.1% |
| 30D | +2.0% | +9.5% | -7.5% | 0.0% |
| 3M | -12.0% | +25.5% | -37.5% | -16.1% |
| 6M | +114.5% | -7.9% | +122.4% | +114.0% |
| YTD | +179.0% | +15.6% | +163.4% | +165.2% |
| 1Y | +318.3% | +34.0% | +284.2% | +283.4% |
| 3Y | +171.2% | +791.9% | -620.7% | +76.0% |
| All | +103.2% | +196.4% | -93.2% | +42.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling