+162.6%
CVX vs INTU
-38.8%
+201.4%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -1.0% |
| 7D | +3.3% | -7.1% | +10.4% | +4.1% |
| 30D | +12.9% | +1.5% | +11.4% | +12.6% |
| 3M | +11.7% | +10.7% | +1.1% | +10.3% |
| 6M | +14.1% | -23.8% | +38.0% | +16.4% |
| YTD | +40.7% | -49.3% | +90.0% | +49.8% |
| 1Y | +37.5% | -49.7% | +87.2% | +46.3% |
| 3Y | +43.9% | -38.0% | +82.0% | +47.5% |
| All | +162.6% | -38.8% | +201.4% | +158.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling