+58.5%
AMAT vs VLO
+107.6%
-49.1%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.4% | +3.0% | +8.4% | +11.3% |
| 7D | -1.1% | -6.5% | +5.4% | -1.2% |
| 30D | -26.9% | -17.8% | -9.2% | -27.2% |
| 3M | -31.2% | +19.6% | -50.8% | -30.5% |
| 6M | -14.7% | +49.3% | -64.0% | -12.2% |
| YTD | +44.7% | +122.4% | -77.7% | +38.1% |
| All | +58.5% | +107.6% | -49.1% | +55.3% |
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