+21.9%
CCL vs VLO
+120.8%
-98.9%
-34.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +7.3% | -5.8% | +13.0% | +5.0% |
| 7D | +11.6% | -6.0% | +17.6% | +9.3% |
| 30D | +22.5% | -12.9% | +35.4% | +17.2% |
| 3M | +6.4% | +18.3% | -11.9% | +15.8% |
| 6M | +23.4% | +46.4% | -23.0% | +48.8% |
| YTD | +4.2% | +127.7% | -123.5% | +25.1% |
| 1Y | +21.9% | +120.6% | -98.7% | +45.7% |
| All | +21.9% | +120.8% | -98.9% | +45.7% |
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