-27.3%
BX vs VLO
+152.2%
-179.5%
-44.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.5% | +1.3% | +1.2% | +2.6% |
| 7D | -5.6% | +5.3% | -10.9% | -5.2% |
| 30D | -12.2% | +18.2% | -30.5% | -11.0% |
| 3M | +7.4% | +53.3% | -45.9% | +11.3% |
| 6M | +22.2% | +70.4% | -48.3% | +26.3% |
| YTD | -14.0% | +143.4% | -157.4% | -13.2% |
| 1Y | -27.3% | +153.0% | -180.3% | -27.0% |
| All | -27.3% | +152.2% | -179.5% | -27.0% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling