+217.8%
INTU vs CDE
+61.6%
+156.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.7% |
| 7D | -3.3% | -3.1% | -0.2% | -3.0% |
| 30D | -3.9% | +9.5% | -13.4% | -5.0% |
| 3M | +16.6% | +25.5% | -8.8% | +13.2% |
| 6M | -26.4% | -7.9% | -18.5% | -26.9% |
| YTD | -51.0% | +15.6% | -66.6% | -52.9% |
| 1Y | -50.8% | +34.0% | -84.8% | -54.0% |
| 3Y | -40.1% | +791.9% | -832.0% | -57.2% |
| 5Y | -41.2% | +197.7% | -238.9% | -54.6% |
| All | +217.8% | +61.6% | +156.2% | +123.6% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling