-52.7%
INTU vs XOP
+54.2%
-106.8%
-63.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.6% | +0.6% | -2.1% | -1.7% |
| 7D | -8.5% | +1.0% | -9.4% | -8.6% |
| 30D | -6.1% | +10.8% | -17.0% | -8.0% |
| 3M | +7.3% | +19.5% | -12.1% | +3.2% |
| 6M | -33.2% | +21.6% | -54.8% | -35.1% |
| YTD | -52.2% | +55.8% | -108.0% | -53.0% |
| 1Y | -52.7% | +54.6% | -107.3% | -53.3% |
| All | -52.7% | +54.2% | -106.8% | -53.3% |
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