-42.2%
INTU vs LSCC
+26.3%
-68.6%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | LSCC | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.8% | +7.1% | -10.9% | -5.0% |
| 7D | +0.1% | +13.0% | -12.8% | -2.4% |
| 30D | +15.4% | -19.8% | +35.3% | +19.3% |
| 3M | +6.6% | -18.4% | +25.0% | +8.9% |
| 6M | -11.3% | -16.1% | +4.8% | -12.9% |
| YTD | -47.7% | +42.7% | -90.4% | -57.3% |
| 1Y | -47.0% | +68.0% | -115.0% | -59.1% |
| 3Y | -29.9% | +85.8% | -115.8% | -53.6% |
| All | -42.2% | +26.3% | -68.6% | -58.7% |
Cumulative growth
Daily Returns
Daily percentage return beside LSCC.
Daily Out/Under-Performance
Portfolio return minus LSCC return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LSCC 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 5y: compounded portfolio wealth divided by compounded LSCC 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…
5y analysis · Full analysis span regression · 6 months rolling