+609.0%
COST vs INTU
+209.2%
+399.8%
-31.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | -1.6% | +0.7% | -0.4% |
| 7D | -2.8% | -8.5% | +5.7% | -0.5% |
| 30D | -5.3% | -6.1% | +0.9% | -3.9% |
| 3M | -6.7% | +7.3% | -14.0% | -9.0% |
| 6M | -9.9% | -33.2% | +23.3% | -1.5% |
| YTD | +5.1% | -52.2% | +57.3% | +26.2% |
| 1Y | -7.3% | -52.7% | +45.4% | +11.3% |
| 3Y | +70.4% | -41.6% | +112.0% | +86.0% |
| 5Y | +104.4% | -42.6% | +147.1% | +115.4% |
| 10Y | +609.0% | +211.0% | +398.0% | +345.8% |
| All | +609.0% | +209.2% | +399.8% | +345.8% |
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