-49.7%
INTU vs SCCO
+109.6%
-159.3%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.5% |
| 7D | -7.1% | -5.3% | -1.8% | -8.2% |
| 30D | +1.5% | +2.7% | -1.2% | +2.3% |
| 3M | +10.7% | +4.2% | +6.5% | +13.0% |
| 6M | -23.8% | -0.6% | -23.2% | -21.5% |
| YTD | -49.3% | +45.0% | -94.3% | -47.5% |
| 1Y | -49.7% | +109.3% | -159.0% | -48.0% |
| All | -49.7% | +109.6% | -159.3% | -48.0% |
Cumulative growth
Daily Returns
Daily percentage return beside SCCO.
Daily Out/Under-Performance
Portfolio return minus SCCO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SCCO 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 SCCO 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