+318.3%
INTC vs XLY
-2.6%
+320.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XLY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | +0.9% | +1.7% | +1.7% |
| 7D | +7.5% | -1.7% | +9.2% | +9.2% |
| 30D | +2.0% | -4.2% | +6.2% | +6.0% |
| 3M | -12.0% | -2.7% | -9.3% | -10.3% |
| 6M | +114.5% | -0.6% | +115.2% | +114.4% |
| YTD | +179.0% | -5.0% | +184.0% | +187.4% |
| 1Y | +318.3% | -4.1% | +322.4% | +329.8% |
| All | +318.3% | -2.6% | +320.9% | +329.8% |
Cumulative growth
Daily Returns
Daily percentage return beside XLY.
Daily Out/Under-Performance
Portfolio return minus XLY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XLY 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 XLY 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