+348.1%
AMD vs VLO
+216.6%
+131.5%
-63.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +13.3% | +3.0% | +10.3% | +12.6% |
| 7D | +8.9% | -6.5% | +15.4% | +10.6% |
| 30D | -16.4% | -17.8% | +1.4% | -13.1% |
| 3M | +5.2% | +19.6% | -14.4% | 0.0% |
| 6M | +11.7% | +49.3% | -37.5% | +0.3% |
| YTD | +137.5% | +122.4% | +15.1% | +80.1% |
| 1Y | +117.8% | +107.4% | +10.3% | +69.7% |
| 3Y | +348.1% | +223.1% | +125.1% | +203.1% |
| All | +348.1% | +216.6% | +131.5% | +203.1% |
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 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