+9,364.9%
INTC vs CPB
+361.0%
+9,003.9%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | -1.2% | +6.7% | +5.8% |
| 7D | -1.0% | +3.3% | -4.3% | -1.9% |
| 30D | -43.3% | +19.0% | -62.3% | -46.0% |
| 3M | -41.6% | +0.4% | -42.0% | -42.4% |
| 6M | -52.5% | +13.0% | -65.4% | -54.9% |
| YTD | +60.9% | -12.7% | +73.6% | +61.5% |
| 1Y | +55.7% | -20.9% | +76.6% | +60.2% |
| 3Y | +59.2% | -35.4% | +94.6% | +70.1% |
| 5Y | +25.0% | -32.3% | +57.3% | +29.0% |
| 10Y | +109.3% | -40.5% | +149.8% | +114.8% |
| All | +9,364.9% | +361.0% | +9,003.9% | +4,052.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling