+211.1%
INTU vs CPRT
+411.2%
-200.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | CPRT | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -3.3% | -0.8% | -2.1% |
| 7D | -7.5% | +0.4% | -7.9% | -7.8% |
| 30D | -1.9% | +9.9% | -11.9% | -8.2% |
| 3M | +4.9% | +5.6% | -0.8% | +0.3% |
| 6M | -33.2% | -13.6% | -19.6% | -27.9% |
| YTD | -51.4% | -16.7% | -34.7% | -46.3% |
| 1Y | -52.0% | -33.1% | -18.9% | -39.2% |
| 3Y | -40.7% | -27.1% | -13.6% | -32.8% |
| 5Y | -41.7% | -9.9% | -31.9% | -43.6% |
| 10Y | +211.1% | +415.3% | -204.2% | +34.0% |
| All | +211.1% | +411.2% | -200.1% | +34.0% |
Cumulative growth
Daily Returns
Daily percentage return beside CPRT.
Daily Out/Under-Performance
Portfolio return minus CPRT return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPRT 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 10y: compounded portfolio wealth divided by compounded CPRT 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…
10y analysis · Full analysis span regression · 6 months rolling