+799.5%
INTC vs CSGP
+3,334.4%
-2,535.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CSGP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -2.4% | +6.9% | +5.1% |
| 7D | +7.1% | -4.1% | +11.1% | +8.1% |
| 30D | -5.2% | +2.3% | -7.5% | -6.2% |
| 3M | -14.3% | -8.2% | -6.1% | -14.2% |
| 6M | +110.2% | -35.1% | +145.2% | +126.8% |
| YTD | +159.6% | -54.0% | +213.7% | +202.4% |
| 1Y | +289.3% | -65.3% | +354.6% | +387.4% |
| 3Y | +166.1% | -62.6% | +228.6% | +223.0% |
| 5Y | +94.4% | -64.8% | +159.2% | +135.3% |
| 10Y | +227.7% | +45.1% | +182.6% | +176.4% |
| All | +799.5% | +3,334.4% | -2,535.0% | +277.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling