+1,269.6%
INTU vs XOP
+67.7%
+1,201.8%
-68.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | XOP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.0% | +0.2% | -1.2% | -1.0% |
| 7D | -3.9% | -10.0% | +6.1% | -1.4% |
| 30D | +11.7% | -9.1% | +20.8% | +14.1% |
| 3M | +4.5% | +5.1% | -0.6% | +2.6% |
| 6M | -13.9% | +6.4% | -20.3% | -15.7% |
| YTD | -48.2% | +39.7% | -87.9% | -53.2% |
| 1Y | -47.1% | +37.2% | -84.4% | -52.0% |
| 3Y | -32.5% | +37.6% | -70.1% | -39.7% |
| 5Y | -42.6% | +76.5% | -119.1% | -53.2% |
| 10Y | +235.3% | +42.6% | +192.6% | +153.9% |
| All | +1,269.6% | +67.7% | +1,201.8% | +702.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling