+15,172.7%
INTC vs COST
+11,743.1%
+3,429.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COST | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.0% | +5.6% | +4.9% |
| 7D | +7.1% | -3.1% | +10.2% | +8.4% |
| 30D | -5.2% | -2.8% | -2.4% | -4.3% |
| 3M | -14.3% | -5.7% | -8.6% | -13.1% |
| 6M | +110.2% | -8.8% | +118.9% | +114.9% |
| YTD | +159.6% | +6.7% | +153.0% | +148.7% |
| 1Y | +289.3% | -3.6% | +292.9% | +287.2% |
| 3Y | +166.1% | +75.1% | +91.0% | +105.1% |
| 5Y | +94.4% | +108.9% | -14.5% | +38.6% |
| 10Y | +227.7% | +586.2% | -358.5% | +47.3% |
| All | +15,172.7% | +11,743.1% | +3,429.6% | +2,355.6% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling