+115.4%
AMD vs VLO
+117.8%
-2.4%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -8.8% | +1.3% | -10.1% | -8.7% |
| 7D | +18.9% | +9.6% | +9.3% | +19.2% |
| 30D | -6.4% | -17.4% | +10.9% | -8.5% |
| 3M | +10.6% | +10.8% | -0.2% | +11.5% |
| 6M | +19.9% | +56.9% | -37.1% | +27.3% |
| YTD | +149.4% | +136.8% | +12.6% | +142.4% |
| 1Y | +115.4% | +120.7% | -5.3% | +116.9% |
| All | +115.4% | +117.8% | -2.4% | +116.9% |
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