+50.3%
INTC vs CI
0.0%
+50.3%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.6% | +10.3% | +7.7% |
| 7D | -14.4% | -1.6% | -12.9% | -14.4% |
| 30D | -50.2% | +5.4% | -55.7% | -50.3% |
| 3M | -43.6% | +7.3% | -50.9% | -43.8% |
| 6M | -50.2% | +5.3% | -55.5% | -50.4% |
| YTD | +52.5% | +8.5% | +44.0% | +51.2% |
| 1Y | +51.1% | +17.1% | +34.0% | +48.7% |
| 3Y | +50.3% | +1.4% | +48.9% | +43.3% |
| All | +50.3% | 0.0% | +50.3% | +43.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CI.
Daily Out/Under-Performance
Portfolio return minus CI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CI 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 CI 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