+14,671.9%
INTU vs OXY
+1,567.1%
+13,104.8%
-75.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.7% | +2.0% | -2.7% | -1.1% |
| 7D | -4.1% | +3.6% | -7.8% | -4.8% |
| 30D | +12.8% | -5.3% | +18.1% | +13.9% |
| 3M | +2.1% | +0.2% | +1.9% | +1.7% |
| 6M | -11.5% | +4.7% | -16.2% | -12.8% |
| YTD | -47.9% | +44.0% | -91.9% | -52.3% |
| 1Y | -47.7% | +42.1% | -89.7% | -52.0% |
| 3Y | -34.0% | +1.2% | -35.1% | -36.0% |
| 5Y | -43.5% | +95.7% | -139.2% | -54.0% |
| 10Y | +231.1% | +18.1% | +213.0% | +153.4% |
| All | +14,671.9% | +1,567.1% | +13,104.8% | +5,986.0% |
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