+199.0%
AMD vs VLO
+412.5%
-213.5%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +11.0% | -1.4% | +12.4% | +11.4% |
| 7D | -11.0% | -13.3% | +2.3% | -7.8% |
| 30D | -30.5% | -18.3% | -12.2% | -27.2% |
| 3M | -8.2% | +14.3% | -22.6% | -12.2% |
| 6M | +6.6% | +47.6% | -41.1% | -5.1% |
| YTD | +109.7% | +116.0% | -6.3% | +62.0% |
| 1Y | +88.9% | +101.0% | -12.1% | +49.4% |
| 3Y | +301.8% | +199.0% | +102.8% | +171.6% |
| All | +199.0% | +412.5% | -213.5% | +66.4% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling