+87.6%
AMZN vs VLO
+231.8%
-144.2%
-30.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.5% | +3.1% | -2.6% | +0.2% |
| 7D | +2.8% | +6.8% | -4.0% | +2.1% |
| 30D | +3.4% | -17.9% | +21.3% | +5.5% |
| 3M | +0.1% | +13.5% | -13.5% | -2.3% |
| 6M | +0.6% | +53.0% | -52.4% | -6.1% |
| YTD | +15.9% | +133.7% | -117.9% | -2.9% |
| 1Y | +9.5% | +115.7% | -106.2% | -6.5% |
| All | +87.6% | +231.8% | -144.2% | +39.8% |
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