+233.5%
INTU vs CNP
+142.1%
+91.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -0.6% | +1.2% | +0.9% |
| 7D | -3.9% | -0.1% | -3.8% | -3.9% |
| 30D | +12.0% | +5.0% | +6.9% | +9.7% |
| 3M | +2.3% | +2.7% | -0.3% | +1.0% |
| 6M | -12.1% | -1.9% | -10.2% | -12.1% |
| YTD | -47.5% | +8.8% | -56.3% | -50.1% |
| 1Y | -46.9% | +5.6% | -52.5% | -48.9% |
| 3Y | -33.5% | +63.2% | -96.7% | -47.8% |
| 5Y | -41.2% | +73.8% | -115.0% | -55.2% |
| 10Y | +233.5% | +144.0% | +89.5% | +99.4% |
| All | +233.5% | +142.1% | +91.4% | +99.4% |
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