+13,685.3%
INTU vs OXY
+1,623.4%
+12,061.9%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | +1.0% | -5.2% | -4.3% |
| 7D | -7.5% | -0.5% | -7.0% | -7.4% |
| 30D | -1.9% | +8.5% | -10.4% | -3.6% |
| 3M | +4.9% | +6.0% | -1.1% | +3.3% |
| 6M | -33.2% | +13.0% | -46.2% | -35.3% |
| YTD | -51.4% | +48.9% | -100.3% | -55.7% |
| 1Y | -52.0% | +36.4% | -88.4% | -55.6% |
| 3Y | -40.7% | -2.3% | -38.4% | -42.1% |
| 5Y | -41.7% | +160.6% | -202.4% | -55.5% |
| 10Y | +211.1% | +2.0% | +209.1% | +148.4% |
| All | +13,685.3% | +1,623.4% | +12,061.9% | +5,555.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling