+209.1%
INTU vs SCCO
+1,108.1%
-899.0%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.4% | -7.2% | +6.9% | +1.1% |
| 7D | -9.2% | -2.7% | -6.5% | -8.8% |
| 30D | -7.0% | -0.2% | -6.9% | -7.3% |
| 3M | +10.5% | +17.8% | -7.2% | +5.6% |
| 6M | -30.6% | +2.3% | -32.8% | -32.6% |
| YTD | -52.3% | +41.6% | -93.9% | -58.7% |
| 1Y | -51.8% | +101.9% | -153.7% | -62.7% |
| 3Y | -41.8% | +186.2% | -228.0% | -61.4% |
| 5Y | -42.8% | +309.7% | -352.5% | -67.4% |
| All | +209.1% | +1,108.1% | -899.0% | +21.2% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling