+4,582.6%
INTC vs O
+5,387.7%
-805.2%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | -0.8% | +5.3% | +4.8% |
| 7D | +7.1% | -0.7% | +7.8% | +7.4% |
| 30D | -5.2% | -1.9% | -3.3% | -4.5% |
| 3M | -14.3% | +3.8% | -18.1% | -16.3% |
| 6M | +110.2% | -4.7% | +114.9% | +112.2% |
| YTD | +159.6% | +12.5% | +147.1% | +145.2% |
| 1Y | +289.3% | +10.8% | +278.4% | +269.3% |
| 3Y | +166.1% | +28.8% | +137.3% | +134.8% |
| 5Y | +94.4% | +13.2% | +81.2% | +79.7% |
| 10Y | +227.7% | +53.5% | +174.2% | +152.7% |
| All | +4,582.6% | +5,387.7% | -805.2% | +796.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling