-50.8%
INTU vs CDE
+40.5%
-91.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CDE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +1.2% | +1.6% | +2.8% |
| 7D | -3.3% | -3.1% | -0.2% | -3.4% |
| 30D | -3.9% | +9.5% | -13.4% | -3.9% |
| 3M | +16.6% | +25.5% | -8.8% | +17.2% |
| 6M | -26.4% | -7.9% | -18.5% | -25.7% |
| YTD | -51.0% | +15.6% | -66.6% | -50.9% |
| 1Y | -50.8% | +34.0% | -84.8% | -53.1% |
| All | -50.8% | +40.5% | -91.3% | -53.1% |
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