+43.1%
BMY vs VLO
+231.8%
-188.7%
-29.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.9% | +3.1% | -4.0% | -1.1% |
| 7D | -1.3% | +6.8% | -8.0% | -1.6% |
| 30D | +10.0% | -17.9% | +27.8% | +11.0% |
| 3M | -1.2% | +13.5% | -14.7% | -2.3% |
| 6M | +12.8% | +53.0% | -40.2% | +9.3% |
| YTD | +20.7% | +133.7% | -113.1% | +11.7% |
| 1Y | +32.6% | +115.7% | -83.0% | +23.7% |
| All | +43.1% | +231.8% | -188.7% | +22.1% |
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