+14,779.2%
INTU vs CCEP
+8,535.2%
+6,244.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +0.3% | +0.4% | +0.6% |
| 7D | -3.9% | +1.8% | -5.7% | -4.4% |
| 30D | +12.0% | +12.2% | -0.2% | +8.5% |
| 3M | +2.3% | +10.7% | -8.3% | -0.4% |
| 6M | -12.1% | +27.5% | -39.6% | -17.9% |
| YTD | -47.5% | +31.3% | -78.9% | -51.8% |
| 1Y | -46.9% | +29.9% | -76.8% | -51.1% |
| 3Y | -33.5% | +111.1% | -144.6% | -47.0% |
| 5Y | -41.2% | +142.3% | -183.6% | -55.1% |
| 10Y | +233.5% | +335.5% | -102.0% | +114.0% |
| All | +14,779.2% | +8,535.2% | +6,244.0% | +4,127.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling