+15,172.7%
INTC vs CPB
+325.7%
+14,847.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -3.4% | +7.9% | +5.3% |
| 7D | +7.1% | -8.6% | +15.7% | +9.3% |
| 30D | -5.2% | -7.2% | +2.0% | -3.7% |
| 3M | -14.3% | +0.9% | -15.2% | -15.6% |
| 6M | +110.2% | -11.8% | +122.0% | +113.1% |
| YTD | +159.6% | -19.4% | +179.0% | +168.1% |
| 1Y | +289.3% | -30.4% | +319.7% | +316.7% |
| 3Y | +166.1% | -40.2% | +206.2% | +191.7% |
| 5Y | +94.4% | -39.5% | +133.9% | +108.3% |
| 10Y | +227.7% | -47.4% | +275.1% | +250.9% |
| All | +15,172.7% | +325.7% | +14,847.0% | +6,796.2% |
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