-43.2%
INTU vs CCEP
+147.2%
-190.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +1.4% | -1.0% | -0.1% |
| 7D | +0.1% | +2.1% | -2.0% | -0.8% |
| 30D | +10.1% | +10.6% | -0.5% | +5.7% |
| 3M | -4.2% | +10.3% | -14.5% | -7.9% |
| 6M | -7.2% | +31.1% | -38.3% | -16.9% |
| YTD | -47.7% | +32.1% | -79.8% | -54.1% |
| 1Y | -46.7% | +32.8% | -79.5% | -53.4% |
| 3Y | -34.1% | +111.3% | -145.4% | -56.9% |
| All | -43.2% | +147.2% | -190.4% | -68.0% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling