+224.6%
INTU vs CCL
-40.7%
+265.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +0.1% | -3.5% | -3.4% |
| 7D | -7.1% | -5.0% | -2.0% | -6.1% |
| 30D | +1.5% | -20.3% | +21.8% | +6.0% |
| 3M | +10.7% | -15.1% | +25.8% | +13.9% |
| 6M | -23.8% | -15.1% | -8.7% | -22.5% |
| YTD | -49.3% | -21.8% | -27.5% | -47.8% |
| 1Y | -49.7% | -24.8% | -24.9% | -48.0% |
| 3Y | -38.0% | +51.9% | -89.9% | -46.5% |
| 5Y | -38.7% | +4.0% | -42.8% | -46.9% |
| All | +224.6% | -40.7% | +265.2% | +191.9% |
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