-52.0%
INTU vs CCEP
+23.2%
-75.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +0.7% | -4.9% | -4.1% |
| 7D | -7.5% | -1.0% | -6.6% | -7.6% |
| 30D | -1.9% | -1.6% | -0.3% | -2.1% |
| 3M | +4.9% | +11.9% | -7.0% | +8.2% |
| 6M | -33.2% | +7.5% | -40.7% | -30.7% |
| YTD | -51.4% | +18.7% | -70.1% | -50.3% |
| 1Y | -52.0% | +21.4% | -73.4% | -50.6% |
| All | -52.0% | +23.2% | -75.2% | -50.6% |
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