-52.0%
INTU vs CCL
-25.6%
-26.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -1.3% | -2.8% | -4.1% |
| 7D | -7.5% | -0.1% | -7.4% | -7.5% |
| 30D | -1.9% | -20.0% | +18.0% | -1.1% |
| 3M | +4.9% | -13.7% | +18.5% | +5.6% |
| 6M | -33.2% | -9.0% | -24.2% | -32.9% |
| YTD | -51.4% | -22.8% | -28.6% | -50.1% |
| 1Y | -52.0% | -25.3% | -26.7% | -50.9% |
| All | -52.0% | -25.6% | -26.3% | -50.9% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling