+17,111.3%
INTU vs RCL
+5,578.7%
+11,532.6%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | -3.9% | +3.2% | +0.2% |
| 7D | -4.1% | -0.2% | -3.9% | -4.1% |
| 30D | +12.8% | +14.4% | -1.5% | +9.2% |
| 3M | +2.1% | +5.2% | -3.1% | +0.5% |
| 6M | -11.5% | +26.1% | -37.6% | -17.1% |
| YTD | -47.9% | +17.4% | -65.3% | -51.2% |
| 1Y | -47.7% | +24.7% | -72.4% | -51.7% |
| 3Y | -34.0% | +250.9% | -284.9% | -53.3% |
| 5Y | -43.5% | +293.8% | -337.4% | -62.8% |
| 10Y | +231.1% | +342.4% | -111.3% | +79.5% |
| All | +17,111.3% | +5,578.7% | +11,532.6% | +4,159.5% |
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