+37.5%
CVX vs INTU
-49.4%
+86.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.2% |
| 7D | +3.3% | -7.1% | +10.4% | +3.6% |
| 30D | +12.9% | +1.5% | +11.4% | +12.8% |
| 3M | +11.7% | +10.7% | +1.1% | +11.2% |
| 6M | +14.1% | -23.8% | +38.0% | +13.3% |
| YTD | +40.7% | -49.3% | +90.0% | +32.9% |
| 1Y | +37.5% | -49.7% | +87.2% | +28.7% |
| All | +37.5% | -49.4% | +86.9% | +28.7% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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