+179.9%
INTC vs CPB
-40.6%
+220.5%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +0.6% | +1.1% | +1.8% |
| 7D | +18.0% | -8.0% | +26.0% | +16.6% |
| 30D | +8.9% | -2.4% | +11.4% | +8.6% |
| 3M | -1.6% | +0.5% | -2.1% | -1.1% |
| 6M | +133.1% | -10.5% | +143.5% | +135.0% |
| YTD | +187.9% | -17.5% | +205.4% | +191.4% |
| 1Y | +334.7% | -31.0% | +365.7% | +349.0% |
| All | +179.9% | -40.6% | +220.5% | +197.5% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling