+54.4%
INTC vs CSGP
-53.7%
+108.1%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.5% | +2.3% | +3.2% | +6.8% |
| 7D | -1.0% | -1.8% | +0.8% | -1.9% |
| 30D | -43.3% | +5.3% | -48.6% | -39.2% |
| 3M | -41.6% | +3.3% | -44.9% | -37.3% |
| 6M | -52.5% | -4.7% | -47.8% | -48.9% |
| YTD | +60.9% | -53.5% | +114.4% | +61.7% |
| All | +54.4% | -53.7% | +108.1% | +54.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CSGP.
Daily Out/Under-Performance
Portfolio return minus CSGP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CSGP 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 1y: compounded portfolio wealth divided by compounded CSGP 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…
1y analysis · Full analysis span regression · 6 months rolling