-34.4%
INTU vs CCEP
+110.9%
-145.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -0.8% | +0.1% | -0.6% |
| 7D | -4.1% | -0.3% | -3.8% | -4.1% |
| 30D | +12.8% | +11.0% | +1.9% | +11.0% |
| 3M | +2.1% | +9.2% | -7.1% | +0.6% |
| 6M | -11.5% | +27.2% | -38.7% | -13.7% |
| YTD | -47.9% | +30.3% | -78.2% | -50.1% |
| 1Y | -47.7% | +28.7% | -76.4% | -49.8% |
| All | -34.4% | +110.9% | -145.3% | -43.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling