+235.3%
INTU vs CNP
+142.6%
+92.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.4% | -1.3% | -1.1% |
| 7D | -3.9% | -4.3% | +0.4% | -2.4% |
| 30D | +11.7% | +5.7% | +6.0% | +9.2% |
| 3M | +4.5% | +0.9% | +3.6% | +3.8% |
| 6M | -13.9% | -1.1% | -12.8% | -14.2% |
| YTD | -48.2% | +8.3% | -56.5% | -50.6% |
| 1Y | -47.1% | +5.9% | -53.0% | -49.2% |
| 3Y | -32.5% | +64.6% | -97.1% | -47.3% |
| 5Y | -42.6% | +74.6% | -117.1% | -56.3% |
| 10Y | +235.3% | +139.8% | +95.4% | +104.1% |
| All | +235.3% | +142.6% | +92.7% | +104.1% |
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