+236.7%
INTU vs CCL
-32.5%
+269.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | -0.4% | +0.8% | +0.5% |
| 7D | +0.1% | -1.2% | +1.2% | +0.2% |
| 30D | +10.1% | +13.1% | -3.1% | +7.3% |
| 3M | -4.2% | +3.4% | -7.6% | -5.3% |
| 6M | -7.2% | +18.7% | -25.9% | -11.3% |
| YTD | -47.7% | -2.3% | -45.4% | -48.7% |
| 1Y | -46.7% | +14.2% | -60.9% | -49.5% |
| 3Y | -34.1% | +133.6% | -167.6% | -47.9% |
| 5Y | -43.3% | +33.5% | -76.8% | -53.2% |
| All | +236.7% | -32.5% | +269.2% | +198.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CCL.
Daily Out/Under-Performance
Portfolio return minus CCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CCL 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 10y: compounded portfolio wealth divided by compounded CCL 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…
10y analysis · Full analysis span regression · 6 months rolling