-49.6%
INTU vs CORZ
+225.9%
-275.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | CORZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -3.4% | +1.9% | -1.5% |
| 7D | -8.5% | +7.6% | -16.1% | -8.5% |
| 30D | -6.1% | -6.9% | +0.8% | -6.1% |
| 3M | +7.3% | -33.0% | +40.4% | +8.3% |
| 6M | -33.2% | +19.3% | -52.5% | -34.9% |
| YTD | -52.2% | +24.2% | -76.4% | -53.7% |
| 1Y | -52.7% | +24.5% | -77.2% | -54.4% |
| All | -49.6% | +225.9% | -275.6% | -55.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling