-59.8%
ADBE vs VLO
+221.8%
-281.6%
-69.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.4% | +3.7% | -3.3% | -0.1% |
| 7D | -4.4% | -0.4% | -3.9% | -4.3% |
| 30D | -0.2% | -16.6% | +16.4% | +2.2% |
| 3M | -9.9% | +12.3% | -22.2% | -12.1% |
| 6M | -3.5% | +47.8% | -51.3% | -10.2% |
| YTD | -32.1% | +126.7% | -158.8% | -41.4% |
| 1Y | -28.7% | +105.4% | -134.1% | -37.3% |
| All | -59.8% | +221.8% | -281.6% | -67.1% |
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