+17.7%
INTC vs LIN
+64.4%
-46.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LIN | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.7% | -1.1% | +8.9% | +8.4% |
| 7D | -14.4% | +0.2% | -14.6% | -14.7% |
| 30D | -50.2% | +6.5% | -56.7% | -52.5% |
| 3M | -43.6% | +5.5% | -49.1% | -46.1% |
| 6M | -50.2% | +3.3% | -53.5% | -52.2% |
| YTD | +52.5% | +22.0% | +30.5% | +29.5% |
| 1Y | +51.1% | +25.7% | +25.4% | +25.4% |
| 3Y | +50.3% | +36.2% | +14.0% | +20.2% |
| All | +17.7% | +64.4% | -46.7% | -18.5% |
Cumulative growth
Daily Returns
Daily percentage return beside LIN.
Daily Out/Under-Performance
Portfolio return minus LIN return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LIN 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 LIN 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