+14,729.7%
INTU vs CCEP
+8,407.7%
+6,322.0%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CCEP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.0% | -2.8% | -3.5% |
| 7D | +0.1% | +2.6% | -2.5% | -0.6% |
| 30D | +15.4% | +15.1% | +0.3% | +11.1% |
| 3M | +6.6% | +7.3% | -0.7% | +4.6% |
| 6M | -11.3% | +23.4% | -34.7% | -16.5% |
| YTD | -47.7% | +29.4% | -77.1% | -51.7% |
| 1Y | -47.0% | +34.2% | -81.3% | -51.6% |
| 3Y | -29.9% | +108.4% | -138.3% | -44.0% |
| 5Y | -42.2% | +147.3% | -189.5% | -56.1% |
| 10Y | +251.7% | +301.3% | -49.7% | +130.0% |
| All | +14,729.7% | +8,407.7% | +6,322.0% | +4,131.1% |
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