+217.2%
CVX vs INTU
+210.8%
+6.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.5% | -0.4% | -0.1% | -0.4% |
| 7D | +0.7% | -9.2% | +9.8% | +3.1% |
| 30D | +9.1% | -7.0% | +16.2% | +10.8% |
| 3M | +13.1% | +10.5% | +2.5% | +9.4% |
| 6M | +16.3% | -30.6% | +46.8% | +25.0% |
| YTD | +43.5% | -52.3% | +95.8% | +70.2% |
| 1Y | +40.2% | -51.8% | +92.0% | +65.2% |
| 3Y | +44.2% | -41.8% | +86.1% | +55.1% |
| 5Y | +170.6% | -42.8% | +213.4% | +177.0% |
| All | +217.2% | +210.8% | +6.4% | +69.8% |
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