-54.1%
ADBE vs VLO
+200.7%
-254.8%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.5% | +3.3% | -6.7% | -4.0% |
| 7D | -10.1% | +5.8% | -15.8% | -10.8% |
| 30D | -3.0% | +28.3% | -31.3% | -6.6% |
| 3M | +5.0% | +48.7% | -43.7% | -1.5% |
| 6M | -9.3% | +71.9% | -81.2% | -16.9% |
| YTD | -26.5% | +138.7% | -165.2% | -36.1% |
| 1Y | -28.3% | +148.5% | -176.7% | -38.3% |
| 3Y | -54.1% | +192.7% | -246.8% | -63.6% |
| All | -54.1% | +200.7% | -254.8% | -63.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling