+14,280.4%
INTU vs CPB
+160.2%
+14,120.3%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -3.4% | 0.0% | -2.5% |
| 7D | -7.1% | -8.6% | +1.5% | -5.1% |
| 30D | +1.5% | -7.2% | +8.7% | +3.3% |
| 3M | +10.7% | +0.9% | +9.8% | +10.4% |
| 6M | -23.8% | -11.8% | -12.0% | -21.7% |
| YTD | -49.3% | -19.4% | -29.9% | -46.8% |
| 1Y | -49.7% | -30.4% | -19.3% | -45.5% |
| 3Y | -38.0% | -40.2% | +2.1% | -31.9% |
| 5Y | -38.7% | -39.5% | +0.8% | -33.9% |
| 10Y | +221.3% | -47.4% | +268.7% | +247.0% |
| All | +14,280.4% | +160.2% | +14,120.3% | +10,878.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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