-47.5%
INTU vs CCEP
+32.5%
-80.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +1.2% | -2.1% | -1.1% |
| 7D | -3.9% | +1.7% | -5.6% | -4.2% |
| 30D | +11.7% | +12.7% | -1.0% | +11.5% |
| 3M | +4.5% | +8.5% | -4.0% | +3.7% |
| 6M | -13.9% | +25.6% | -39.4% | -9.5% |
| YTD | -48.2% | +30.9% | -79.1% | -46.7% |
| All | -47.5% | +32.5% | -80.0% | -46.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCEP.
Daily Out/Under-Performance
Portfolio return minus CCEP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCEP 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 CCEP 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