+22.3%
BABA vs VLO
+1,054.2%
-1,031.9%
-80.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.6% | -3.9% | +6.5% | +3.4% |
| 7D | +8.6% | -8.7% | +17.2% | +10.2% |
| 30D | -1.1% | -16.2% | +15.1% | +1.9% |
| 3M | -15.9% | +16.2% | -32.1% | -19.1% |
| 6M | -17.5% | +39.8% | -57.3% | -23.8% |
| YTD | -25.6% | +119.0% | -144.5% | -38.2% |
| 1Y | -33.8% | +110.8% | -144.6% | -44.6% |
| 3Y | +34.6% | +201.7% | -167.1% | +2.7% |
| 5Y | -27.7% | +426.2% | -453.9% | -52.3% |
| 10Y | +17.7% | +790.3% | -772.6% | -36.9% |
| All | +22.3% | +1,054.2% | -1,031.9% | -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 all: 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…
all analysis · Full analysis span regression · 6 months rolling