+9,863.9%
INTC vs CPB
+349.9%
+9,514.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -1.2% | +8.8% | +7.8% |
| 7D | +7.3% | -4.1% | +11.3% | +8.2% |
| 30D | -38.3% | +16.9% | -55.3% | -41.1% |
| 3M | -36.0% | -0.6% | -35.5% | -36.8% |
| 6M | -51.7% | +11.4% | -63.1% | -54.1% |
| YTD | +69.4% | -14.8% | +84.2% | +70.9% |
| 1Y | +65.0% | -24.8% | +89.8% | +71.9% |
| 3Y | +63.0% | -36.6% | +99.6% | +74.9% |
| 5Y | +33.4% | -33.3% | +66.7% | +38.0% |
| 10Y | +121.2% | -40.4% | +161.6% | +126.3% |
| All | +9,863.9% | +349.9% | +9,514.0% | +4,295.3% |
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