+41.6%
CVX vs INTU
-52.3%
+93.9%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -4.1% | +4.7% | +0.7% |
| 7D | -0.6% | -7.5% | +6.9% | -0.3% |
| 30D | +13.4% | -1.9% | +15.4% | +13.5% |
| 3M | +11.8% | +4.9% | +7.0% | +11.5% |
| 6M | +12.4% | -33.2% | +45.7% | +11.2% |
| YTD | +41.5% | -51.4% | +92.9% | +34.4% |
| 1Y | +41.6% | -52.0% | +93.6% | +33.2% |
| All | +41.6% | -52.3% | +93.9% | +33.2% |
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