+254.2%
XOM vs INTU
-40.9%
+295.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.7% | -4.1% | +4.9% | +1.0% |
| 7D | -2.4% | -7.5% | +5.2% | -1.8% |
| 30D | +5.7% | -1.9% | +7.6% | +5.7% |
| 3M | +6.6% | +4.9% | +1.7% | +6.0% |
| 6M | +7.7% | -33.2% | +40.9% | +10.1% |
| YTD | +36.2% | -51.4% | +87.6% | +42.7% |
| 1Y | +50.5% | -52.0% | +102.5% | +57.7% |
| 3Y | +53.4% | -40.7% | +94.0% | +55.8% |
| 5Y | +254.2% | -41.7% | +295.9% | +249.2% |
| All | +254.2% | -40.9% | +295.1% | +249.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling