+51.6%
INTC vs CG
+51.3%
+0.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -1.4% | -0.6% | -1.5% |
| 7D | -4.0% | +2.0% | -6.0% | -4.7% |
| 30D | -44.5% | +8.5% | -53.0% | -46.5% |
| 3M | -40.4% | -12.1% | -28.3% | -37.3% |
| 6M | -53.5% | -16.4% | -37.0% | -50.2% |
| YTD | +57.5% | -28.0% | +85.5% | +78.7% |
| 1Y | +51.2% | -18.9% | +70.1% | +61.3% |
| 3Y | +51.6% | +51.2% | +0.3% | +37.4% |
| All | +51.6% | +51.3% | +0.3% | +37.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CG.
Daily Out/Under-Performance
Portfolio return minus CG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CG 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 CG 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