+3,661.5%
CVX vs INTU
+17,021.5%
-13,360.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | -3.8% | +3.6% | +0.3% |
| 7D | -9.7% | +0.1% | -9.8% | -9.8% |
| 30D | +3.6% | +15.4% | -11.8% | +1.7% |
| 3M | +13.3% | +6.6% | +6.8% | +12.1% |
| 6M | +16.9% | -11.3% | +28.2% | +17.4% |
| YTD | +43.4% | -47.7% | +91.1% | +52.5% |
| 1Y | +44.5% | -47.0% | +91.5% | +53.4% |
| 3Y | +64.0% | -29.9% | +93.9% | +66.7% |
| 5Y | +126.4% | -42.2% | +168.6% | +131.3% |
| 10Y | +209.4% | +251.7% | -42.3% | +159.1% |
| All | +3,661.5% | +17,021.5% | -13,360.0% | +2,523.7% |
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