-51.6%
INTU vs CPNG
-54.4%
+2.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPNG | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | -0.3% | -1.2% | -1.5% |
| 7D | -8.5% | -7.6% | -0.9% | -7.6% |
| 30D | -6.1% | -8.8% | +2.7% | -5.2% |
| 3M | +7.3% | -7.2% | +14.6% | +7.5% |
| 6M | -33.2% | -21.5% | -11.7% | -31.2% |
| YTD | -52.2% | -37.4% | -14.7% | -48.9% |
| All | -51.6% | -54.4% | +2.8% | -47.1% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling