+252.1%
INTC vs CNC
+99.9%
+152.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.6% | +1.1% | +2.3% |
| 7D | +7.5% | -0.9% | +8.4% | +7.5% |
| 30D | +2.0% | -1.0% | +2.9% | +2.0% |
| 3M | -12.0% | +4.5% | -16.5% | -13.2% |
| 6M | +114.5% | +85.2% | +29.3% | +87.2% |
| YTD | +179.0% | +61.4% | +117.6% | +147.1% |
| 1Y | +318.3% | +94.9% | +223.4% | +252.7% |
| 3Y | +171.2% | 0.0% | +171.2% | +154.5% |
| 5Y | +107.6% | +11.2% | +96.4% | +83.3% |
| All | +252.1% | +99.9% | +152.2% | +189.4% |
Cumulative growth
Daily Returns
Daily percentage return beside CNC.
Daily Out/Under-Performance
Portfolio return minus CNC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNC 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 CNC 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