+2,973.8%
XOM vs INTU
+16,968.4%
-13,994.6%
-62.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | INTU | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +0.7% | -0.8% | -0.2% |
| 7D | -7.3% | -1.2% | -6.1% | -7.2% |
| 30D | -2.6% | +12.4% | -15.1% | -4.0% |
| 3M | +3.6% | +2.3% | +1.3% | +3.0% |
| 6M | +15.3% | -13.3% | +28.6% | +16.1% |
| YTD | +39.4% | -47.9% | +87.3% | +47.4% |
| 1Y | +43.2% | -47.2% | +90.3% | +51.0% |
| 3Y | +74.9% | -33.9% | +108.8% | +78.4% |
| 5Y | +201.3% | -41.3% | +242.6% | +206.0% |
| 10Y | +188.5% | +237.9% | -49.4% | +143.1% |
| All | +2,973.8% | +16,968.4% | -13,994.6% | +2,028.0% |
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