-38.4%
INTU vs CCEP
+105.1%
-143.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -2.2% |
| 7D | -7.1% | -3.1% | -4.0% | -6.0% |
| 30D | +1.5% | -2.6% | +4.0% | +2.5% |
| 3M | +10.7% | +14.9% | -4.3% | +5.2% |
| 6M | -23.8% | +2.3% | -26.1% | -24.6% |
| YTD | -49.3% | +17.8% | -67.2% | -53.2% |
| 1Y | -49.7% | +24.2% | -73.9% | -54.8% |
| 3Y | -38.0% | +84.7% | -122.7% | -55.9% |
| All | -38.4% | +105.1% | -143.5% | -60.6% |
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 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