+52.2%
XOM vs INTU
-38.3%
+90.5%
-20.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.5% |
| 7D | +1.8% | -7.1% | +8.8% | +2.1% |
| 30D | +5.9% | +1.5% | +4.4% | +5.7% |
| 3M | +5.6% | +10.7% | -5.1% | +5.0% |
| 6M | +7.9% | -23.8% | +31.7% | +8.2% |
| YTD | +35.2% | -49.3% | +84.5% | +37.6% |
| 1Y | +46.0% | -49.7% | +95.6% | +48.5% |
| All | +52.2% | -38.3% | +90.5% | +50.4% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling