+65.0%
INTC vs CSGP
-55.2%
+120.2%
-62.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | -0.2% | +7.7% | +7.4% |
| 7D | +7.3% | -7.1% | +14.4% | +2.8% |
| 30D | -38.3% | +3.6% | -41.9% | -34.6% |
| 3M | -36.0% | -2.7% | -33.3% | -33.7% |
| 6M | -51.7% | -8.1% | -43.7% | -49.1% |
| YTD | +69.4% | -55.0% | +124.4% | +67.9% |
| 1Y | +65.0% | -55.8% | +120.8% | +66.5% |
| All | +65.0% | -55.2% | +120.2% | +66.5% |
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