+16,655.2%
INTU vs RCL
+4,549.4%
+12,105.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.1% | -3.2% | -3.3% |
| 7D | -7.1% | -5.1% | -2.0% | -6.0% |
| 30D | +1.5% | -19.0% | +20.5% | +6.4% |
| 3M | +10.7% | -9.6% | +20.2% | +12.8% |
| 6M | -23.8% | -6.7% | -17.1% | -23.7% |
| YTD | -49.3% | -3.9% | -45.4% | -50.0% |
| 1Y | -49.7% | -25.1% | -24.6% | -47.6% |
| 3Y | -38.0% | +179.1% | -217.1% | -53.7% |
| 5Y | -38.7% | +243.3% | -282.0% | -58.3% |
| 10Y | +221.3% | +325.8% | -104.4% | +75.7% |
| All | +16,655.2% | +4,549.4% | +12,105.8% | +4,258.2% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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