+518.9%
INTC vs XLI
+1,115.6%
-596.7%
-82.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1990-01-01 to 2026-09-08.
| Period | Portfolio | XLI | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | -0.5% | +9.5% | +9.5% |
| 7D | +17.4% | +1.0% | +16.4% | +16.3% |
| 30D | +2.8% | -5.8% | +8.6% | +9.2% |
| 3M | -5.3% | +0.7% | -6.0% | -5.2% |
| 6M | +140.6% | +3.2% | +137.4% | +136.5% |
| YTD | +183.1% | +13.0% | +170.1% | +154.9% |
| 1Y | +326.8% | +16.8% | +310.0% | +273.0% |
| 3Y | +179.4% | +72.4% | +107.0% | +71.2% |
| 5Y | +111.7% | +82.8% | +29.0% | +23.4% |
| 10Y | +253.8% | +252.4% | +1.4% | +6.5% |
| All | +518.9% | +1,115.6% | -596.7% | -45.1% |
Cumulative growth
Daily Returns
Daily percentage return beside XLI.
Daily Out/Under-Performance
Portfolio return minus XLI return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLI 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 1990-01-01 to 2026-09-08: compounded portfolio wealth divided by compounded XLI 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…
1990-01-01 to 2026-09-08 analysis · Full analysis span regression · 6 months rolling