+14,280.4%
INTU vs CCEP
+7,648.0%
+6,632.5%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.1% | -0.3% | -2.5% |
| 7D | -7.1% | -3.1% | -4.0% | -6.3% |
| 30D | +1.5% | -2.6% | +4.0% | +2.2% |
| 3M | +10.7% | +14.9% | -4.3% | +6.5% |
| 6M | -23.8% | +2.3% | -26.1% | -24.7% |
| YTD | -49.3% | +17.8% | -67.2% | -52.0% |
| 1Y | -49.7% | +24.2% | -73.9% | -53.1% |
| 3Y | -38.0% | +84.7% | -122.7% | -48.8% |
| 5Y | -38.7% | +103.2% | -141.9% | -51.0% |
| 10Y | +221.3% | +257.4% | -36.0% | +116.7% |
| All | +14,280.4% | +7,648.0% | +6,632.5% | +4,108.7% |
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