+57.4%
INTC vs CPB
-18.4%
+75.8%
-58.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +5.9% | -9.7% | +0.1% |
| 7D | -39.0% | +13.0% | -52.0% | -33.4% |
| 30D | -49.8% | +20.5% | -70.4% | -42.8% |
| 3M | -42.2% | +2.2% | -44.4% | -39.0% |
| 6M | -39.2% | +15.4% | -54.5% | -30.7% |
| YTD | +57.9% | -12.3% | +70.2% | +66.2% |
| 1Y | +57.4% | -18.0% | +75.3% | +65.1% |
| All | +57.4% | -18.4% | +75.8% | +65.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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