+73.1%
CVX vs INTU
-33.2%
+106.4%
-20.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +0.4% | +1.2% | +1.6% |
| 7D | +3.4% | +0.1% | +3.4% | +3.4% |
| 30D | -1.0% | +10.1% | -11.0% | -1.7% |
| 3M | +12.2% | -4.2% | +16.4% | +12.4% |
| 6M | +20.3% | -7.2% | +27.6% | +20.2% |
| YTD | +48.3% | -47.7% | +96.0% | +55.2% |
| 1Y | +46.9% | -46.7% | +93.6% | +53.3% |
| 3Y | +73.1% | -34.1% | +107.2% | +75.8% |
| All | +73.1% | -33.2% | +106.4% | +75.8% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling