-49.7%
INTU vs XOP
+49.8%
-99.5%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | -0.8% | -2.5% | -3.2% |
| 7D | -7.1% | +2.6% | -9.6% | -7.5% |
| 30D | +1.5% | +15.4% | -14.0% | -1.2% |
| 3M | +10.7% | +12.1% | -1.4% | +7.9% |
| 6M | -23.8% | +19.7% | -43.5% | -25.6% |
| YTD | -49.3% | +52.4% | -101.7% | -49.9% |
| 1Y | -49.7% | +47.6% | -97.2% | -50.2% |
| All | -49.7% | +49.8% | -99.5% | -50.2% |
Cumulative growth
Daily Returns
Daily percentage return beside XOP.
Daily Out/Under-Performance
Portfolio return minus XOP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XOP 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 XOP 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