+235.3%
INTU vs CCL
-27.9%
+263.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +4.2% | -5.1% | -1.8% |
| 7D | -3.9% | +3.1% | -7.0% | -4.6% |
| 30D | +11.7% | +17.5% | -5.8% | +8.1% |
| 3M | +4.5% | +6.8% | -2.3% | +2.6% |
| 6M | -13.9% | +18.7% | -32.6% | -17.6% |
| YTD | -48.2% | +3.0% | -51.2% | -49.7% |
| 1Y | -47.1% | +17.7% | -64.9% | -50.2% |
| 3Y | -32.5% | +155.6% | -188.1% | -47.6% |
| 5Y | -42.6% | +30.2% | -72.7% | -52.5% |
| 10Y | +235.3% | -28.5% | +263.8% | +195.3% |
| All | +235.3% | -27.9% | +263.2% | +195.3% |
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