+14,729.7%
INTU vs CPB
+181.5%
+14,548.2%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | -1.3% | -2.5% | -3.4% |
| 7D | +0.1% | +8.0% | -7.9% | -1.7% |
| 30D | +15.4% | +22.4% | -7.0% | +9.9% |
| 3M | +6.6% | +2.5% | +4.1% | +5.8% |
| 6M | -11.3% | +12.2% | -23.5% | -13.8% |
| YTD | -47.7% | -12.8% | -34.9% | -46.3% |
| 1Y | -47.0% | -19.2% | -27.9% | -44.6% |
| 3Y | -29.9% | -35.6% | +5.6% | -24.3% |
| 5Y | -42.2% | -31.4% | -10.8% | -39.6% |
| 10Y | +251.7% | -37.9% | +289.6% | +262.8% |
| All | +14,729.7% | +181.5% | +14,548.2% | +10,991.9% |
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