+179.9%
INTC vs COST
+69.9%
+110.0%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | -0.8% | +2.5% | +1.8% |
| 7D | +18.0% | -2.8% | +20.8% | +18.4% |
| 30D | +8.9% | -5.3% | +14.2% | +9.7% |
| 3M | -1.6% | -6.7% | +5.1% | -0.9% |
| 6M | +133.1% | -9.9% | +143.0% | +136.0% |
| YTD | +187.9% | +5.1% | +182.8% | +175.4% |
| 1Y | +334.7% | -7.3% | +342.0% | +335.9% |
| All | +179.9% | +69.9% | +110.0% | +131.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling