-45.2%
INTU vs OXY
+45.4%
-90.6%
-62.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.5% | -5.1% | +8.6% | +3.8% |
| 7D | +8.7% | -8.8% | +17.5% | +9.3% |
| 30D | +25.9% | -1.7% | +27.5% | +25.6% |
| 3M | +10.7% | +4.5% | +6.2% | +9.9% |
| 6M | -11.6% | -4.0% | -7.6% | -12.1% |
| YTD | -45.4% | +41.4% | -86.8% | -43.2% |
| 1Y | -45.2% | +45.9% | -91.1% | -43.2% |
| All | -45.2% | +45.4% | -90.6% | -43.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 1y: compounded portfolio wealth divided by compounded OXY 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…
1y analysis · Full analysis span regression · 6 months rolling