+270.0%
INTC vs CPB
-44.2%
+314.2%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.7% |
| 7D | +18.0% | -8.0% | +26.0% | +18.6% |
| 30D | +8.9% | -2.4% | +11.4% | +9.0% |
| 3M | -1.6% | +0.5% | -2.1% | -2.0% |
| 6M | +133.1% | -10.5% | +143.5% | +135.0% |
| YTD | +187.9% | -17.5% | +205.4% | +192.6% |
| 1Y | +334.7% | -31.0% | +365.7% | +353.2% |
| 3Y | +184.2% | -40.6% | +224.8% | +199.8% |
| 5Y | +116.0% | -37.7% | +153.7% | +122.6% |
| 10Y | +270.0% | -43.4% | +313.4% | +280.5% |
| All | +270.0% | -44.2% | +314.2% | +280.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling