+88.9%
AMD vs VLO
+105.7%
-16.7%
-37.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.4% | +10.9% |
| 7D | -11.0% | -13.3% | +2.3% | -12.2% |
| 30D | -30.5% | -18.3% | -12.2% | -31.6% |
| 3M | -8.2% | +14.3% | -22.6% | -6.3% |
| 6M | +6.6% | +47.6% | -41.1% | +13.6% |
| YTD | +109.7% | +116.0% | -6.3% | +106.7% |
| 1Y | +88.9% | +101.0% | -12.1% | +91.6% |
| All | +88.9% | +105.7% | -16.7% | +91.6% |
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