+17.7%
INTC vs CSGP
-63.4%
+81.1%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -4.7% | +12.4% | +8.0% |
| 7D | -14.4% | +1.3% | -15.7% | -14.6% |
| 30D | -50.2% | +10.7% | -60.9% | -51.2% |
| 3M | -43.6% | +3.3% | -46.9% | -44.5% |
| 6M | -50.2% | -10.3% | -39.9% | -50.2% |
| YTD | +52.5% | -54.6% | +107.1% | +85.4% |
| 1Y | +51.1% | -54.6% | +105.8% | +83.6% |
| 3Y | +50.3% | -60.3% | +110.6% | +87.6% |
| All | +17.7% | -63.4% | +81.1% | +48.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling