+106.4%
INTC vs COO
+38.3%
+68.0%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.1% | -0.6% | -1.5% | -1.9% |
| 7D | -4.0% | +4.5% | -8.5% | -5.9% |
| 30D | -44.5% | +16.9% | -61.4% | -48.3% |
| 3M | -40.4% | -16.7% | -23.7% | -36.4% |
| 6M | -53.5% | +5.9% | -59.4% | -56.5% |
| YTD | +57.5% | -22.4% | +80.0% | +71.4% |
| 1Y | +51.2% | -10.1% | +61.3% | +52.1% |
| 3Y | +51.6% | -22.8% | +74.4% | +59.0% |
| 5Y | +23.5% | -41.4% | +64.9% | +45.9% |
| 10Y | +106.4% | +41.3% | +65.1% | +68.0% |
| All | +106.4% | +38.3% | +68.0% | +68.0% |
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