+111.9%
INTC vs RRC
+73.1%
+38.9%
-70.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +0.7% | -3.2% | -2.6% |
| 7D | +6.0% | +6.4% | -0.4% | +5.0% |
| 30D | -39.2% | +23.9% | -63.1% | -41.2% |
| 3M | -42.9% | +30.2% | -73.1% | -45.3% |
| 6M | -50.4% | +26.3% | -76.7% | -52.5% |
| YTD | +61.7% | +48.1% | +13.6% | +50.6% |
| 1Y | +66.1% | +37.7% | +28.5% | +56.4% |
| 3Y | +58.1% | +60.3% | -2.1% | +44.9% |
| 5Y | +27.9% | +135.3% | -107.4% | +8.6% |
| All | +111.9% | +73.1% | +38.9% | +42.3% |
Cumulative growth
Daily Returns
Daily percentage return beside RRC.
Daily Out/Under-Performance
Portfolio return minus RRC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RRC 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 RRC 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