+252.1%
INTC vs CHD
+126.1%
+126.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CHD | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.2% | +2.4% | +2.6% |
| 7D | +7.5% | -4.5% | +11.9% | +8.5% |
| 30D | +2.0% | -6.7% | +8.7% | +3.4% |
| 3M | -12.0% | -2.7% | -9.3% | -12.1% |
| 6M | +114.5% | -4.9% | +119.5% | +115.0% |
| YTD | +179.0% | +13.3% | +165.6% | +164.6% |
| 1Y | +318.3% | +1.0% | +317.3% | +310.1% |
| 3Y | +171.2% | +1.3% | +169.9% | +162.5% |
| 5Y | +107.6% | +20.8% | +86.7% | +86.3% |
| All | +252.1% | +126.1% | +126.0% | +156.9% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling