-34.4%
INTU vs OXY
+1.0%
-35.4%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -1.0% |
| 7D | -4.1% | +3.6% | -7.8% | -4.6% |
| 30D | +12.8% | -5.3% | +18.1% | +13.5% |
| 3M | +2.1% | +0.2% | +1.9% | +1.8% |
| 6M | -11.5% | +4.7% | -16.2% | -12.4% |
| YTD | -47.9% | +44.0% | -91.9% | -50.9% |
| 1Y | -47.7% | +42.1% | -89.7% | -50.5% |
| All | -34.4% | +1.0% | -35.4% | -35.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling