-49.7%
INTU vs CDE
+54.5%
-104.2%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -1.9% | -1.5% | -3.4% |
| 7D | -7.1% | +0.5% | -7.6% | -7.1% |
| 30D | +1.5% | +21.9% | -20.4% | +1.6% |
| 3M | +10.7% | +14.9% | -4.3% | +11.1% |
| 6M | -23.8% | -10.5% | -13.3% | -22.9% |
| YTD | -49.3% | +19.3% | -68.6% | -49.2% |
| 1Y | -49.7% | +50.8% | -100.5% | -51.9% |
| All | -49.7% | +54.5% | -104.2% | -51.9% |
Cumulative growth
Daily Returns
Daily percentage return beside CDE.
Daily Out/Under-Performance
Portfolio return minus CDE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CDE 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 CDE 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