+8,872.3%
INTC vs EXC
+2,465.1%
+6,407.3%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EXC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -2.0% | +9.7% | +8.3% |
| 7D | -14.4% | -1.2% | -13.2% | -14.2% |
| 30D | -50.2% | +10.0% | -60.2% | -52.0% |
| 3M | -43.6% | +1.6% | -45.2% | -44.2% |
| 6M | -50.2% | +3.3% | -53.5% | -51.3% |
| YTD | +52.5% | +7.6% | +45.0% | +46.3% |
| 1Y | +51.1% | +3.5% | +47.7% | +46.8% |
| 3Y | +50.3% | +27.7% | +22.6% | +33.9% |
| 5Y | +19.2% | +41.1% | -22.0% | +1.9% |
| 10Y | +105.1% | +178.2% | -73.1% | +39.5% |
| All | +8,872.3% | +2,465.1% | +6,407.3% | +3,259.2% |
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