+919.4%
INTU vs LYB
+634.9%
+284.5%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | LYB | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.7% | -5.8% | -4.6% |
| 7D | -7.5% | -0.9% | -6.6% | -7.3% |
| 30D | -1.9% | +9.5% | -11.5% | -4.5% |
| 3M | +4.9% | +1.3% | +3.6% | +4.1% |
| 6M | -33.2% | -1.7% | -31.5% | -33.9% |
| YTD | -51.4% | +54.1% | -105.5% | -58.1% |
| 1Y | -52.0% | +25.7% | -77.7% | -56.4% |
| 3Y | -40.7% | -20.9% | -19.8% | -39.5% |
| 5Y | -41.7% | -1.5% | -40.2% | -44.9% |
| 10Y | +211.1% | +45.0% | +166.1% | +136.1% |
| All | +919.4% | +634.9% | +284.5% | +313.4% |
Cumulative growth
Daily Returns
Daily percentage return beside LYB.
Daily Out/Under-Performance
Portfolio return minus LYB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × LYB 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 LYB 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