+33.4%
INTC vs STX
+541.2%
-507.9%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | STX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.5% | +10.0% | -2.5% | +2.4% |
| 7D | +7.3% | -1.0% | +8.2% | +7.4% |
| 30D | -38.3% | -26.8% | -11.6% | -27.1% |
| 3M | -36.0% | -32.7% | -3.3% | -22.2% |
| 6M | -51.7% | -33.7% | -18.0% | -41.2% |
| YTD | +69.4% | +101.0% | -31.6% | +23.6% |
| 1Y | +65.0% | +92.7% | -27.7% | +21.8% |
| 3Y | +63.0% | +708.7% | -645.7% | -44.3% |
| 5Y | +33.4% | +504.0% | -470.6% | -51.6% |
| All | +33.4% | +541.2% | -507.9% | -51.6% |
Cumulative growth
Daily Returns
Daily percentage return beside STX.
Daily Out/Under-Performance
Portfolio return minus STX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × STX 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 STX 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