+243.2%
INTC vs COP
+344.8%
-101.7%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | COP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.4% | -5.9% | -5.7% |
| 7D | +9.4% | +1.0% | +8.5% | +9.2% |
| 30D | +2.7% | +9.6% | -6.9% | +0.1% |
| 3M | -6.3% | +15.0% | -21.3% | -10.4% |
| 6M | +114.5% | +21.8% | +92.7% | +99.5% |
| YTD | +171.9% | +49.6% | +122.2% | +136.6% |
| 1Y | +305.0% | +49.9% | +255.1% | +251.5% |
| 3Y | +168.3% | +22.6% | +145.7% | +143.4% |
| 5Y | +102.3% | +193.6% | -91.3% | +36.8% |
| All | +243.2% | +344.8% | -101.7% | +112.1% |
Cumulative growth
Daily Returns
Daily percentage return beside COP.
Daily Out/Under-Performance
Portfolio return minus COP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COP 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 COP 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