+15,172.7%
INTC vs EXC
+2,353.7%
+12,819.0%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -1.1% | +5.6% | +4.8% |
| 7D | +7.1% | +0.3% | +6.8% | +7.0% |
| 30D | -5.2% | -3.7% | -1.5% | -4.1% |
| 3M | -14.3% | -1.3% | -13.0% | -14.5% |
| 6M | +110.2% | -9.7% | +119.9% | +115.2% |
| YTD | +159.6% | +2.9% | +156.7% | +154.0% |
| 1Y | +289.3% | +4.4% | +284.9% | +278.2% |
| 3Y | +166.1% | +22.2% | +143.8% | +141.4% |
| 5Y | +94.4% | +46.7% | +47.7% | +64.7% |
| 10Y | +227.7% | +155.3% | +72.4% | +129.9% |
| All | +15,172.7% | +2,353.7% | +12,819.0% | +5,730.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling