+17.7%
INTC vs EXC
+41.2%
-23.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.0% | +9.7% | +7.9% |
| 7D | -14.4% | -1.2% | -13.2% | -14.4% |
| 30D | -50.2% | +10.0% | -60.2% | -51.0% |
| 3M | -43.6% | +1.6% | -45.2% | -43.7% |
| 6M | -50.2% | +3.3% | -53.5% | -50.8% |
| YTD | +52.5% | +7.6% | +45.0% | +48.4% |
| 1Y | +51.1% | +3.5% | +47.7% | +48.7% |
| 3Y | +50.3% | +27.7% | +22.6% | +37.1% |
| All | +17.7% | +41.2% | -23.5% | -0.6% |
Cumulative growth
Daily Returns
Daily percentage return beside EXC.
Daily Out/Under-Performance
Portfolio return minus EXC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EXC 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 EXC 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