+111.7%
INTC vs COO
-39.5%
+151.2%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | COO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -2.7% | +11.8% | +10.1% |
| 7D | +17.4% | -2.3% | +19.7% | +18.3% |
| 30D | +2.8% | -8.8% | +11.6% | +6.1% |
| 3M | -5.3% | +1.3% | -6.6% | -7.1% |
| 6M | +140.6% | -11.6% | +152.2% | +149.9% |
| YTD | +183.1% | -17.4% | +200.5% | +204.1% |
| 1Y | +326.8% | -1.6% | +328.4% | +316.8% |
| 3Y | +179.4% | -22.6% | +202.1% | +196.8% |
| 5Y | +111.7% | -40.3% | +152.1% | +137.2% |
| All | +111.7% | -39.5% | +151.2% | +137.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling