+45.0%
AAPL vs VLO
+152.2%
-107.2%
-13.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.7% | +1.3% | +0.5% | +1.9% |
| 7D | +3.8% | +5.3% | -1.5% | +4.3% |
| 30D | +9.9% | +18.2% | -8.3% | +11.5% |
| 3M | +12.5% | +53.3% | -40.8% | +16.6% |
| 6M | +27.6% | +70.4% | -42.8% | +32.2% |
| YTD | +22.6% | +143.4% | -120.8% | +23.8% |
| 1Y | +45.0% | +153.0% | -108.0% | +45.6% |
| All | +45.0% | +152.2% | -107.2% | +45.6% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 VLO 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