+122,851.5%
AAPL vs VLO
+35,889.1%
+86,962.4%
-81.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | 0.0% | -2.5% | -2.5% |
| 7D | +0.1% | +5.2% | -5.1% | -0.9% |
| 30D | +3.0% | +22.6% | -19.6% | -1.0% |
| 3M | +2.9% | +43.8% | -40.9% | -4.3% |
| 6M | +22.1% | +65.7% | -43.6% | +9.8% |
| YTD | +18.0% | +131.1% | -113.1% | -0.8% |
| 1Y | +33.9% | +143.6% | -109.7% | +11.2% |
| 3Y | +71.2% | +201.4% | -130.2% | +34.0% |
| 5Y | +112.6% | +568.9% | -456.3% | +38.4% |
| 10Y | +1,198.8% | +891.8% | +307.0% | +630.7% |
| All | +122,851.5% | +35,889.1% | +86,962.4% | +41,114.9% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling