+5.6%
CVS vs VLO
+120.8%
-115.2%
-26.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -12.5% | -5.8% | -6.8% | -12.0% |
| 7D | -11.1% | -6.0% | -5.1% | -10.5% |
| 30D | -7.4% | -12.9% | +5.4% | -6.6% |
| 3M | -22.9% | +18.3% | -41.2% | -23.3% |
| 6M | -1.2% | +46.4% | -47.6% | -2.8% |
| YTD | +3.9% | +127.7% | -123.9% | -1.8% |
| 1Y | +5.6% | +120.6% | -115.1% | -0.3% |
| All | +5.6% | +120.8% | -115.2% | -0.3% |
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