+198.6%
CVX vs INTU
+251.7%
-53.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | -1.0% | +0.1% | -0.6% |
| 7D | -7.5% | -3.9% | -3.5% | -6.6% |
| 30D | -0.6% | +11.7% | -12.3% | -3.5% |
| 3M | +14.0% | +4.5% | +9.5% | +11.9% |
| 6M | +18.1% | -13.9% | +32.0% | +20.1% |
| YTD | +42.2% | -48.2% | +90.4% | +64.3% |
| 1Y | +41.3% | -47.1% | +88.5% | +62.0% |
| 3Y | +68.3% | -32.5% | +100.8% | +72.9% |
| 5Y | +122.0% | -42.6% | +164.6% | +131.1% |
| 10Y | +198.6% | +235.3% | -36.7% | +71.4% |
| All | +198.6% | +251.7% | -53.1% | +71.4% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling