-48.8%
INTU vs CORZ
+237.5%
-286.3%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +4.7% | -8.8% | -4.2% |
| 7D | -7.5% | +16.6% | -24.1% | -7.7% |
| 30D | -1.9% | -10.9% | +8.9% | -1.8% |
| 3M | +4.9% | -31.0% | +35.9% | +5.8% |
| 6M | -33.2% | +26.0% | -59.3% | -35.0% |
| YTD | -51.4% | +28.6% | -80.0% | -53.0% |
| 1Y | -52.0% | +34.5% | -86.4% | -53.9% |
| All | -48.8% | +237.5% | -286.3% | -55.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling