+3,590.6%
CVX vs INTU
+16,502.9%
-12,912.3%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | -3.4% | +2.1% | -0.9% |
| 7D | +3.3% | -7.1% | +10.4% | +4.2% |
| 30D | +12.9% | +1.5% | +11.4% | +12.6% |
| 3M | +11.7% | +10.7% | +1.1% | +10.1% |
| 6M | +14.1% | -23.8% | +38.0% | +16.8% |
| YTD | +40.7% | -49.3% | +90.0% | +50.6% |
| 1Y | +37.5% | -49.7% | +87.2% | +47.1% |
| 3Y | +43.9% | -38.0% | +82.0% | +48.8% |
| 5Y | +161.5% | -38.7% | +200.2% | +165.7% |
| 10Y | +215.1% | +221.3% | -6.2% | +167.0% |
| All | +3,590.6% | +16,502.9% | -12,912.3% | +2,489.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling