+760.1%
COST vs INTU
+232.2%
+527.9%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.4% | +0.8% | +1.2% |
| 7D | +5.0% | +0.1% | +4.9% | +5.0% |
| 30D | +12.8% | +10.1% | +2.7% | +9.8% |
| 3M | +15.2% | -4.2% | +19.4% | +16.0% |
| 6M | +7.4% | -7.2% | +14.6% | +7.4% |
| YTD | +29.0% | -47.7% | +76.7% | +50.8% |
| 1Y | +20.3% | -46.7% | +67.0% | +39.5% |
| 3Y | +99.0% | -34.1% | +133.1% | +109.5% |
| 5Y | +125.7% | -43.3% | +169.0% | +139.7% |
| All | +760.1% | +232.2% | +527.9% | +449.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 10y: compounded portfolio wealth divided by compounded INTU 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…
10y analysis · Full analysis span regression · 6 months rolling