-45.2%
INTU vs CORZ
-41.7%
-3.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -10.4% | +13.9% | +1.5% |
| 7D | +8.7% | -14.9% | +23.6% | +6.0% |
| 30D | +25.9% | -23.1% | +49.0% | +21.0% |
| 3M | +10.7% | -44.1% | +54.8% | +1.4% |
| 6M | -11.6% | -39.5% | +28.0% | -16.9% |
| YTD | -45.4% | -12.4% | -33.0% | -47.9% |
| 1Y | -45.2% | -41.3% | -3.9% | -48.2% |
| All | -45.2% | -41.7% | -3.6% | -48.2% |
Cumulative growth
Daily Returns
Daily percentage return beside CORZ.
Daily Out/Under-Performance
Portfolio return minus CORZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CORZ 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 1y: compounded portfolio wealth divided by compounded CORZ 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…
1y analysis · Full analysis span regression · 6 months rolling