+165.3%
INTC vs CSGP
-61.9%
+227.2%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +6.9% | +4.5% |
| 7D | +7.1% | -4.1% | +11.1% | +7.0% |
| 30D | -5.2% | +2.3% | -7.5% | -5.2% |
| 3M | -14.3% | -8.2% | -6.1% | -13.3% |
| 6M | +110.2% | -35.1% | +145.2% | +128.4% |
| YTD | +159.6% | -54.0% | +213.7% | +209.3% |
| 1Y | +289.3% | -65.3% | +354.6% | +418.6% |
| All | +165.3% | -61.9% | +227.2% | +220.3% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling