-41.5%
INTU vs SCCO
+199.6%
-241.1%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.3% | -1.9% | -1.6% |
| 7D | -8.5% | +2.4% | -10.9% | -8.4% |
| 30D | -6.1% | +6.4% | -12.5% | -6.0% |
| 3M | +7.3% | +21.6% | -14.2% | +7.6% |
| 6M | -33.2% | +13.4% | -46.6% | -32.9% |
| YTD | -52.2% | +52.6% | -104.8% | -54.8% |
| 1Y | -52.7% | +122.4% | -175.1% | -58.5% |
| All | -41.5% | +199.6% | -241.1% | -53.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling