+236.7%
INTU vs OXY
+19.5%
+217.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +0.6% | -0.1% | +0.4% |
| 7D | +0.1% | +4.2% | -4.1% | -0.5% |
| 30D | +10.1% | -4.3% | +14.4% | +10.6% |
| 3M | -4.2% | +2.3% | -6.5% | -4.7% |
| 6M | -7.2% | +5.5% | -12.8% | -8.3% |
| YTD | -47.7% | +44.9% | -92.6% | -50.9% |
| 1Y | -46.7% | +42.6% | -89.3% | -49.9% |
| 3Y | -34.1% | +0.7% | -34.8% | -35.5% |
| 5Y | -43.3% | +96.9% | -140.1% | -50.3% |
| All | +236.7% | +19.5% | +217.2% | +201.5% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling