+191.3%
XOM vs INTU
+209.2%
-17.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.2% | -1.6% | +3.8% | +2.5% |
| 7D | 0.0% | -8.5% | +8.5% | +1.7% |
| 30D | +3.4% | -6.1% | +9.6% | +4.5% |
| 3M | +11.0% | +7.3% | +3.7% | +8.9% |
| 6M | +10.6% | -33.2% | +43.8% | +17.8% |
| YTD | +39.2% | -52.2% | +91.4% | +58.1% |
| 1Y | +52.7% | -52.7% | +105.4% | +73.5% |
| 3Y | +56.8% | -41.6% | +98.4% | +65.1% |
| 5Y | +261.8% | -42.6% | +304.4% | +266.8% |
| 10Y | +191.3% | +211.0% | -19.7% | +82.1% |
| All | +191.3% | +209.2% | -17.8% | +82.1% |
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