+2,880.4%
XOM vs INTU
+16,502.9%
-13,622.5%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | -3.4% | +1.7% | -1.3% |
| 7D | +1.8% | -7.1% | +8.8% | +2.5% |
| 30D | +5.9% | +1.5% | +4.4% | +5.6% |
| 3M | +5.6% | +10.7% | -5.1% | +4.2% |
| 6M | +7.9% | -23.8% | +31.7% | +10.1% |
| YTD | +35.2% | -49.3% | +84.5% | +43.7% |
| 1Y | +46.0% | -49.7% | +95.6% | +55.1% |
| 3Y | +55.0% | -38.0% | +93.0% | +59.5% |
| 5Y | +246.3% | -38.7% | +285.0% | +250.5% |
| 10Y | +181.0% | +221.3% | -40.4% | +138.5% |
| All | +2,880.4% | +16,502.9% | -13,622.5% | +1,974.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling