+57.4%
INTC vs COST
+12.8%
+44.6%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +2.7% | -6.4% | -1.6% |
| 7D | -39.0% | +6.6% | -45.6% | -35.3% |
| 30D | -49.8% | +13.5% | -63.3% | -44.8% |
| 3M | -42.2% | +10.6% | -52.8% | -36.7% |
| 6M | -39.2% | +3.6% | -42.8% | -33.3% |
| YTD | +57.9% | +22.1% | +35.8% | +64.1% |
| 1Y | +57.4% | +11.9% | +45.5% | +83.3% |
| All | +57.4% | +12.8% | +44.6% | +83.3% |
Cumulative growth
Daily Returns
Daily percentage return beside COST.
Daily Out/Under-Performance
Portfolio return minus COST return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COST 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 1y: compounded portfolio wealth divided by compounded COST 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…
1y analysis · Full analysis span regression · 6 months rolling