+197.1%
XOM vs INTU
+240.8%
-43.7%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +0.6% | +0.7% | +1.2% |
| 7D | -1.5% | -3.9% | +2.4% | -0.8% |
| 30D | -3.2% | +12.0% | -15.1% | -5.4% |
| 3M | +5.0% | +2.3% | +2.7% | +4.0% |
| 6M | +12.9% | -12.1% | +24.9% | +13.9% |
| YTD | +41.3% | -47.5% | +88.9% | +57.2% |
| 1Y | +43.2% | -46.9% | +90.1% | +58.7% |
| 3Y | +77.3% | -33.5% | +110.8% | +81.4% |
| 5Y | +204.8% | -41.2% | +246.0% | +211.4% |
| 10Y | +197.1% | +233.5% | -36.4% | +93.0% |
| All | +197.1% | +240.8% | -43.7% | +93.0% |
Cumulative growth
Daily Returns
Daily percentage return beside INTU.
Daily Out/Under-Performance
Portfolio return minus INTU return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × INTU 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 INTU 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