-40.7%
INTU vs CLBK
+55.4%
-96.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CLBK | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -0.6% | -3.5% | -4.0% |
| 7D | -7.5% | +1.1% | -8.7% | -7.7% |
| 30D | -1.9% | +7.8% | -9.7% | -3.4% |
| 3M | +4.9% | +23.9% | -19.0% | +0.5% |
| 6M | -33.2% | +42.3% | -75.5% | -37.8% |
| YTD | -51.4% | +65.4% | -116.8% | -56.1% |
| 1Y | -52.0% | +70.3% | -122.3% | -57.1% |
| 3Y | -40.7% | +54.5% | -95.1% | -47.1% |
| All | -40.7% | +55.4% | -96.1% | -47.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CLBK.
Daily Out/Under-Performance
Portfolio return minus CLBK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CLBK 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 3y: compounded portfolio wealth divided by compounded CLBK 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…
3y analysis · Full analysis span regression · 6 months rolling