+203.0%
AMAT vs VLO
+199.5%
+3.5%
-49.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.3% | 0.0% | +4.3% | +4.3% |
| 7D | -1.5% | +5.2% | -6.7% | -2.7% |
| 30D | -14.8% | +22.6% | -37.4% | -18.9% |
| 3M | -9.3% | +43.8% | -53.0% | -17.0% |
| 6M | +27.4% | +65.7% | -38.4% | +10.7% |
| YTD | +77.6% | +131.1% | -53.5% | +37.1% |
| 1Y | +188.9% | +143.6% | +45.3% | +118.1% |
| All | +203.0% | +199.5% | +3.5% | +104.8% |
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