+111.7%
INTC vs RRC
+153.5%
-41.8%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | RRC | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.3% | +9.3% | +9.1% |
| 7D | +17.4% | -1.2% | +18.6% | +17.7% |
| 30D | +2.8% | +9.4% | -6.7% | +0.7% |
| 3M | -5.3% | +7.4% | -12.7% | -7.2% |
| 6M | +140.6% | +1.5% | +139.1% | +137.5% |
| YTD | +183.1% | +19.4% | +163.7% | +168.3% |
| 1Y | +326.8% | +24.2% | +302.5% | +300.3% |
| 3Y | +179.4% | +32.8% | +146.7% | +156.2% |
| 5Y | +111.7% | +152.9% | -41.2% | +72.3% |
| All | +111.7% | +153.5% | -41.8% | +72.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling