+211.1%
INTU vs CNP
+135.4%
+75.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.1% | -5.3% | -4.6% |
| 7D | -7.5% | +1.6% | -9.2% | -8.1% |
| 30D | -1.9% | -0.8% | -1.2% | -1.8% |
| 3M | +4.9% | -3.6% | +8.4% | +6.1% |
| 6M | -33.2% | -6.9% | -26.3% | -31.9% |
| YTD | -51.4% | +6.4% | -57.8% | -53.3% |
| 1Y | -52.0% | +9.9% | -61.9% | -54.6% |
| 3Y | -40.7% | +53.1% | -93.8% | -52.1% |
| 5Y | -41.7% | +72.0% | -113.7% | -55.3% |
| 10Y | +211.1% | +131.5% | +79.6% | +87.2% |
| All | +211.1% | +135.4% | +75.7% | +87.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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