+270.0%
INTC vs COO
+36.7%
+233.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -6.2% | +7.9% | +4.4% |
| 7D | +18.0% | -9.0% | +26.9% | +22.5% |
| 30D | +8.9% | -16.8% | +25.8% | +17.6% |
| 3M | -1.6% | -7.5% | +5.9% | +0.3% |
| 6M | +133.1% | -16.3% | +149.4% | +146.7% |
| YTD | +187.9% | -22.5% | +210.5% | +216.9% |
| 1Y | +334.7% | -7.0% | +341.7% | +333.0% |
| 3Y | +184.2% | -27.5% | +211.6% | +210.7% |
| 5Y | +116.0% | -43.3% | +159.3% | +162.1% |
| 10Y | +270.0% | +37.6% | +232.4% | +196.8% |
| All | +270.0% | +36.7% | +233.2% | +196.8% |
Cumulative growth
Daily Returns
Daily percentage return beside COO.
Daily Out/Under-Performance
Portfolio return minus COO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COO 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 COO 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