+308.5%
CSCO vs INTU
+232.2%
+76.3%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -6.2% | +0.4% | -6.7% | -6.4% |
| 7D | +1.9% | +0.1% | +1.8% | +1.9% |
| 30D | -15.8% | +10.1% | -25.9% | -18.6% |
| 3M | -15.4% | -4.2% | -11.2% | -15.1% |
| 6M | -5.4% | -7.2% | +1.8% | -6.5% |
| YTD | +26.5% | -47.7% | +74.1% | +51.0% |
| 1Y | +25.9% | -46.7% | +72.6% | +49.0% |
| 3Y | +97.5% | -34.1% | +131.6% | +107.5% |
| 5Y | +93.0% | -43.3% | +136.3% | +107.1% |
| All | +308.5% | +232.2% | +76.3% | +87.9% |
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