+16.9%
CVX vs INTU
-11.6%
+28.5%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | 0.0% |
| 7D | -9.7% | +0.1% | -9.8% | -9.8% |
| 30D | +3.6% | +15.4% | -11.8% | +2.5% |
| 3M | +13.3% | +6.6% | +6.8% | +12.6% |
| 6M | +16.9% | -11.3% | +28.2% | +16.8% |
| All | +16.9% | -11.6% | +28.5% | +16.8% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling