+3,294.6%
INTU vs SCCO
+33,989.4%
-30,694.7%
-72.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SCCO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.4% | -3.0% | -3.3% |
| 7D | -7.1% | -5.3% | -1.8% | -6.0% |
| 30D | +1.5% | +2.7% | -1.2% | +0.6% |
| 3M | +10.7% | +4.2% | +6.5% | +8.4% |
| 6M | -23.8% | -0.6% | -23.2% | -25.9% |
| YTD | -49.3% | +45.0% | -94.3% | -55.6% |
| 1Y | -49.7% | +109.3% | -159.0% | -59.9% |
| 3Y | -38.0% | +180.8% | -218.8% | -55.3% |
| 5Y | -38.7% | +314.3% | -353.0% | -60.6% |
| 10Y | +221.3% | +1,083.3% | -862.0% | +55.1% |
| All | +3,294.6% | +33,989.4% | -30,694.7% | +536.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling