+23.5%
INTC vs CG
-16.5%
+40.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| 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% | -46.4% |
| 3M | -40.4% | -12.1% | -28.3% | -37.5% |
| 6M | -53.5% | -16.4% | -37.0% | -50.5% |
| YTD | +57.5% | -28.0% | +85.5% | +76.8% |
| 1Y | +51.2% | -18.9% | +70.1% | +60.9% |
| 3Y | +51.6% | +51.2% | +0.3% | +21.9% |
| 5Y | +23.5% | -15.9% | +39.3% | +15.1% |
| All | +23.5% | -16.5% | +40.0% | +15.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling