+205.4%
XOM vs INTU
+232.2%
-26.8%
-61.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +0.4% | 0.0% | +0.4% |
| 7D | +2.8% | +0.1% | +2.8% | +2.8% |
| 30D | -3.6% | +10.1% | -13.7% | -5.5% |
| 3M | +8.2% | -4.2% | +12.4% | +8.6% |
| 6M | +14.0% | -7.2% | +21.3% | +14.0% |
| YTD | +44.6% | -47.7% | +92.3% | +60.9% |
| 1Y | +47.8% | -46.7% | +94.5% | +63.6% |
| 3Y | +79.6% | -34.1% | +113.6% | +84.0% |
| 5Y | +214.3% | -43.3% | +257.6% | +225.3% |
| All | +205.4% | +232.2% | -26.8% | +99.3% |
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