+211.0%
INTU vs XOP
+52.9%
+158.2%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.1% | -1.7% |
| 7D | -8.5% | +1.0% | -9.4% | -8.7% |
| 30D | -6.1% | +10.8% | -17.0% | -8.3% |
| 3M | +7.3% | +19.5% | -12.1% | +2.8% |
| 6M | -33.2% | +21.6% | -54.8% | -36.4% |
| YTD | -52.2% | +55.8% | -108.0% | -57.0% |
| 1Y | -52.7% | +54.6% | -107.3% | -57.5% |
| 3Y | -41.6% | +36.6% | -78.3% | -46.8% |
| 5Y | -42.6% | +160.6% | -203.3% | -55.3% |
| 10Y | +211.0% | +56.2% | +154.8% | +128.1% |
| All | +211.0% | +52.9% | +158.2% | +128.1% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling