+1,095.7%
CCL vs VLO
+34,532.9%
-33,437.2%
-90.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.2% | +3.0% | +1.2% | +3.1% |
| 7D | +3.1% | -6.5% | +9.5% | +5.3% |
| 30D | +17.5% | -17.8% | +35.3% | +24.9% |
| 3M | +6.8% | +19.6% | -12.8% | -1.3% |
| 6M | +18.7% | +49.3% | -30.5% | -0.1% |
| YTD | +3.0% | +122.4% | -119.4% | -27.2% |
| 1Y | +17.7% | +107.4% | -89.7% | -14.8% |
| 3Y | +155.6% | +223.1% | -67.5% | +52.5% |
| 5Y | +30.2% | +432.2% | -402.0% | -37.4% |
| 10Y | -28.5% | +743.6% | -772.1% | -69.1% |
| All | +1,095.7% | +34,532.9% | -33,437.2% | +106.4% |
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