+111.7%
INTC vs CLF
-48.3%
+160.0%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2021-09-08 to 2026-09-08.
| Period | Portfolio | CLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -1.7% | +10.7% | +9.5% |
| 7D | +17.4% | +6.5% | +10.9% | +15.5% |
| 30D | +2.8% | +0.2% | +2.5% | +2.5% |
| 3M | -5.3% | -3.1% | -2.2% | -5.4% |
| 6M | +140.6% | +25.0% | +115.6% | +124.5% |
| YTD | +183.1% | -7.5% | +190.6% | +179.8% |
| 1Y | +326.8% | +11.5% | +315.2% | +297.8% |
| 3Y | +179.4% | -13.7% | +193.1% | +159.2% |
| 5Y | +111.7% | -47.0% | +158.7% | +114.7% |
| All | +111.7% | -48.3% | +160.0% | +114.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CLF.
Daily Out/Under-Performance
Portfolio return minus CLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLF 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 2021-09-08 to 2026-09-08: compounded portfolio wealth divided by compounded CLF 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…
2021-09-08 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling