+15,893.3%
INTC vs SCHW
+52,067.9%
-36,174.6%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCHW | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | +0.7% | -6.3% | -5.8% |
| 7D | +9.4% | -2.8% | +12.2% | +10.3% |
| 30D | +2.7% | -0.1% | +2.7% | +2.4% |
| 3M | -6.3% | +20.6% | -26.9% | -12.8% |
| 6M | +114.5% | +15.9% | +98.5% | +100.8% |
| YTD | +171.9% | +8.5% | +163.4% | +160.1% |
| 1Y | +305.0% | +17.8% | +287.2% | +276.3% |
| 3Y | +168.3% | +88.5% | +79.8% | +110.9% |
| 5Y | +102.3% | +60.6% | +41.7% | +60.7% |
| 10Y | +249.4% | +298.0% | -48.7% | +95.1% |
| All | +15,893.3% | +52,067.9% | -36,174.6% | +1,859.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SCHW.
Daily Out/Under-Performance
Portfolio return minus SCHW return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCHW 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 SCHW 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