+243.2%
INTC vs O
+54.2%
+188.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.3% |
| 7D | +9.4% | -3.5% | +13.0% | +10.7% |
| 30D | +2.7% | -3.3% | +6.0% | +3.7% |
| 3M | -6.3% | -2.8% | -3.4% | -6.0% |
| 6M | +114.5% | -5.8% | +120.2% | +116.9% |
| YTD | +171.9% | +9.4% | +162.5% | +160.4% |
| 1Y | +305.0% | +5.7% | +299.3% | +292.4% |
| 3Y | +168.3% | +27.2% | +141.1% | +140.1% |
| 5Y | +102.3% | +17.2% | +85.1% | +86.2% |
| All | +243.2% | +54.2% | +188.9% | +187.4% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 10y: compounded portfolio wealth divided by compounded O 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…
10y analysis · Full analysis span regression · 6 months rolling