+253.8%
INTC vs CL
+51.8%
+202.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.4% | +9.5% | +9.2% |
| 7D | +17.4% | -1.4% | +18.8% | +17.8% |
| 30D | +2.8% | -5.2% | +8.0% | +4.3% |
| 3M | -5.3% | +3.3% | -8.6% | -7.3% |
| 6M | +140.6% | -4.4% | +145.0% | +141.0% |
| YTD | +183.1% | +13.9% | +169.2% | +164.8% |
| 1Y | +326.8% | +7.6% | +319.1% | +306.1% |
| 3Y | +179.4% | +29.6% | +149.9% | +134.0% |
| 5Y | +111.7% | +28.1% | +83.7% | +75.9% |
| 10Y | +253.8% | +53.4% | +200.5% | +163.1% |
| All | +253.8% | +51.8% | +202.0% | +163.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CL.
Daily Out/Under-Performance
Portfolio return minus CL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CL 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 CL 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