-40.2%
INTU vs CELH
-10.8%
-29.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CELH | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.8% | +2.2% | +0.6% | +2.4% |
| 7D | -3.3% | -11.2% | +7.9% | -1.4% |
| 30D | -3.9% | -1.4% | -2.5% | -3.8% |
| 3M | +16.6% | -4.2% | +20.8% | +16.4% |
| 6M | -26.4% | -40.5% | +14.0% | -20.9% |
| YTD | -51.0% | -40.5% | -10.5% | -47.6% |
| 1Y | -50.8% | -53.0% | +2.2% | -45.9% |
| 3Y | -40.1% | -59.1% | +19.0% | -36.2% |
| All | -40.2% | -10.8% | -29.4% | -60.6% |
Cumulative growth
Daily Returns
Daily percentage return beside CELH.
Daily Out/Under-Performance
Portfolio return minus CELH return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CELH 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 5y: compounded portfolio wealth divided by compounded CELH 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…
5y analysis · Full analysis span regression · 6 months rolling