+179.4%
INTC vs CHRW
+86.2%
+93.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CHRW | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +1.7% | +7.4% | +8.6% |
| 7D | +17.4% | +1.9% | +15.5% | +16.9% |
| 30D | +2.8% | +0.9% | +1.8% | +2.5% |
| 3M | -5.3% | -19.9% | +14.6% | -0.2% |
| 6M | +140.6% | -15.8% | +156.4% | +148.9% |
| YTD | +183.1% | -5.6% | +188.7% | +184.0% |
| 1Y | +326.8% | +21.0% | +305.7% | +302.8% |
| 3Y | +179.4% | +86.0% | +93.4% | +141.8% |
| All | +179.4% | +86.2% | +93.3% | +141.8% |
Cumulative growth
Daily Returns
Daily percentage return beside CHRW.
Daily Out/Under-Performance
Portfolio return minus CHRW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHRW 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 CHRW 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