+85.9%
AMZN vs VLO
+200.7%
-114.8%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | +3.3% | -3.9% | -1.0% |
| 7D | +0.8% | +5.8% | -5.0% | +0.1% |
| 30D | -6.4% | +28.3% | -34.7% | -9.5% |
| 3M | +4.8% | +48.7% | -43.9% | -0.8% |
| 6M | +20.5% | +71.9% | -51.4% | +10.2% |
| YTD | +11.3% | +138.7% | -127.3% | -5.9% |
| 1Y | +9.0% | +148.5% | -139.5% | -9.3% |
| 3Y | +85.9% | +192.7% | -106.8% | +42.4% |
| All | +85.9% | +200.7% | -114.8% | +42.4% |
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 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