+318.3%
INTC vs XLF
+9.3%
+309.0%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLF | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.7% | +1.9% | +2.5% |
| 7D | +7.5% | -1.5% | +8.9% | +7.6% |
| 30D | +2.0% | -1.2% | +3.1% | +2.0% |
| 3M | -12.0% | +9.2% | -21.2% | -14.3% |
| 6M | +114.5% | +16.3% | +98.2% | +100.1% |
| YTD | +179.0% | +5.4% | +173.5% | +168.3% |
| 1Y | +318.3% | +7.6% | +310.7% | +290.5% |
| All | +318.3% | +9.3% | +309.0% | +290.5% |
Cumulative growth
Daily Returns
Daily percentage return beside XLF.
Daily Out/Under-Performance
Portfolio return minus XLF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLF 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 1y: compounded portfolio wealth divided by compounded XLF 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…
1y analysis · Full analysis span regression · 6 months rolling