+59.3%
AMAT vs VLO
+104.0%
-44.7%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | -1.7% | +2.2% | +0.6% |
| 7D | -2.5% | -9.5% | +7.1% | -2.6% |
| 30D | -26.5% | -19.1% | -7.4% | -26.8% |
| 3M | -28.6% | +11.4% | -39.9% | -28.0% |
| 6M | -14.2% | +46.7% | -61.0% | -11.7% |
| YTD | +45.5% | +118.6% | -73.2% | +38.9% |
| 1Y | +59.3% | +99.9% | -40.5% | +56.2% |
| All | +59.3% | +104.0% | -44.7% | +56.2% |
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