+52.3%
XOM vs INTU
-50.8%
+103.1%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +2.8% | -2.4% | +0.4% |
| 7D | +4.1% | -3.3% | +7.4% | +4.2% |
| 30D | +4.6% | -3.9% | +8.5% | +4.7% |
| 3M | +14.0% | +16.6% | -2.7% | +13.6% |
| 6M | +11.0% | -26.4% | +37.4% | +9.6% |
| YTD | +40.7% | -51.0% | +91.7% | +31.6% |
| 1Y | +52.3% | -50.8% | +103.1% | +41.3% |
| All | +52.3% | -50.8% | +103.1% | +41.3% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling