-18.5%
INTU vs CPNG
-76.9%
+58.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 2016-09-10 to 2026-09-10.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -0.6% | +0.2% | -0.2% |
| 7D | -9.2% | -5.4% | -3.7% | -8.0% |
| 30D | -7.0% | -11.1% | +4.1% | -4.5% |
| 3M | +10.5% | -3.0% | +13.5% | +10.1% |
| 6M | -30.6% | -23.5% | -7.1% | -27.3% |
| YTD | -52.3% | -37.8% | -14.5% | -47.7% |
| 1Y | -51.8% | -54.3% | +2.5% | -43.1% |
| 3Y | -41.8% | -20.8% | -21.0% | -41.9% |
| 5Y | -42.8% | -51.1% | +8.2% | -44.7% |
| All | -18.5% | -76.9% | +58.4% | -20.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPNG.
Daily Out/Under-Performance
Portfolio return minus CPNG return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPNG 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 2016-09-10 to 2026-09-10: compounded portfolio wealth divided by compounded CPNG 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…
2016-09-10 to 2026-09-10 analysis · Full analysis span regression · 6 months rolling