+362.3%
CSCO vs INTU
+223.2%
+139.1%
-42.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -3.4% | +3.9% | +1.6% |
| 7D | -0.7% | -7.1% | +6.4% | +1.5% |
| 30D | -10.1% | +1.5% | -11.6% | -11.1% |
| 3M | -15.7% | +10.7% | -26.3% | -19.4% |
| 6M | +36.3% | -23.8% | +60.1% | +43.5% |
| YTD | +43.8% | -49.3% | +93.1% | +74.7% |
| 1Y | +63.9% | -49.7% | +113.6% | +99.0% |
| 3Y | +104.4% | -38.0% | +142.4% | +120.7% |
| 5Y | +111.4% | -38.7% | +150.1% | +116.9% |
| All | +362.3% | +223.2% | +139.1% | +103.8% |
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