-45.2%
INTU vs CDE
+0.7%
-46.0%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | +8.7% | -5.3% | +3.6% |
| 7D | +8.7% | +1.1% | +7.6% | +8.7% |
| 30D | +25.9% | -14.5% | +40.3% | +25.5% |
| 3M | +10.7% | -10.1% | +20.8% | +10.6% |
| 6M | -11.6% | -16.9% | +5.3% | -11.4% |
| YTD | -45.4% | -18.1% | -27.3% | -46.5% |
| 1Y | -45.2% | +5.6% | -50.9% | -46.2% |
| All | -45.2% | +0.7% | -46.0% | -46.2% |
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