+6,614.4%
INTU vs COF
+5,862.8%
+751.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | COF | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -7.1% | +1.8% | -8.9% | -7.5% |
| 30D | +1.5% | -0.6% | +2.0% | +1.6% |
| 3M | +10.7% | +20.3% | -9.6% | +4.9% |
| 6M | -23.8% | +13.0% | -36.9% | -26.8% |
| YTD | -49.3% | -8.3% | -41.0% | -48.5% |
| 1Y | -49.7% | -1.5% | -48.2% | -50.0% |
| 3Y | -38.0% | +122.3% | -160.3% | -51.8% |
| 5Y | -38.7% | +52.5% | -91.2% | -47.8% |
| 10Y | +221.3% | +264.9% | -43.5% | +104.6% |
| All | +6,614.4% | +5,862.8% | +751.6% | +1,725.2% |
Cumulative growth
Daily Returns
Daily percentage return beside COF.
Daily Out/Under-Performance
Portfolio return minus COF return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × COF 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 all: compounded portfolio wealth divided by compounded COF 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…
all analysis · Full analysis span regression · 6 months rolling