+57.4%
INTC vs CHD
+30.9%
+26.4%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.6% | -6.4% | -1.3% |
| 7D | -39.0% | +6.9% | -46.0% | -34.7% |
| 30D | -49.8% | +17.1% | -67.0% | -42.2% |
| 3M | -42.2% | +9.1% | -51.3% | -36.4% |
| 6M | -39.2% | +21.4% | -60.5% | -28.0% |
| YTD | +57.9% | +34.9% | +23.0% | +97.0% |
| 1Y | +57.4% | +31.0% | +26.3% | +96.6% |
| All | +57.4% | +30.9% | +26.4% | +96.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CHD.
Daily Out/Under-Performance
Portfolio return minus CHD return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHD 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 CHD 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