+42.0%
CVX vs INTU
-46.7%
+88.7%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | -0.1% |
| 7D | -9.7% | +0.1% | -9.8% | -9.7% |
| 30D | +3.6% | +15.4% | -11.8% | +3.1% |
| 3M | +13.3% | +6.6% | +6.8% | +13.0% |
| 6M | +16.9% | -11.3% | +28.2% | +16.4% |
| YTD | +43.4% | -47.7% | +91.1% | +33.1% |
| All | +42.0% | -46.7% | +88.7% | +31.6% |
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