+252.1%
INTC vs CRM
+241.6%
+10.6%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CRM | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +1.9% | +0.7% | +2.0% |
| 7D | +7.5% | -4.4% | +11.9% | +8.9% |
| 30D | +2.0% | +28.1% | -26.2% | -7.3% |
| 3M | -12.0% | +48.8% | -60.8% | -25.5% |
| 6M | +114.5% | +28.3% | +86.3% | +87.8% |
| YTD | +179.0% | -6.0% | +185.0% | +174.8% |
| 1Y | +318.3% | +1.4% | +316.8% | +296.3% |
| 3Y | +171.2% | +11.8% | +159.4% | +138.0% |
| 5Y | +107.6% | -2.0% | +109.6% | +84.2% |
| All | +252.1% | +241.6% | +10.6% | +75.7% |
Cumulative growth
Daily Returns
Daily percentage return beside CRM.
Daily Out/Under-Performance
Portfolio return minus CRM return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CRM 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 CRM 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