-45.1%
INTU vs CORZ
+136.6%
-181.7%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | +3.2% | -2.6% | +0.7% |
| 7D | -1.2% | -7.8% | +6.6% | -1.2% |
| 30D | +12.4% | -14.8% | +27.2% | +12.5% |
| 3M | +2.3% | -32.5% | +34.7% | +2.5% |
| 6M | -13.3% | -42.7% | +29.4% | -13.1% |
| YTD | -47.9% | -9.8% | -38.1% | -49.4% |
| 1Y | -47.2% | -31.9% | -15.2% | -47.9% |
| All | -45.1% | +136.6% | -181.7% | -51.8% |
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