+96,674.4%
AMAT vs VLO
+33,997.0%
+62,677.4%
-85.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -13.6% | -3.9% | -9.7% | -12.5% |
| 7D | -24.3% | -8.7% | -15.6% | -22.3% |
| 30D | -39.8% | -16.2% | -23.6% | -36.9% |
| 3M | -40.2% | +16.2% | -56.3% | -43.2% |
| 6M | -22.1% | +39.8% | -61.9% | -30.3% |
| YTD | +24.7% | +119.0% | -94.3% | -3.6% |
| 1Y | +33.3% | +110.8% | -77.6% | +4.0% |
| 3Y | +133.9% | +201.7% | -67.8% | +61.2% |
| 5Y | +117.1% | +426.2% | -309.1% | +22.7% |
| 10Y | +1,158.7% | +790.3% | +368.3% | +475.4% |
| All | +96,674.4% | +33,997.0% | +62,677.4% | +12,712.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling