+166.0%
CVX vs VLO
+577.3%
-411.3%
-24.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | +3.3% | -2.7% | -0.9% |
| 7D | -0.6% | +5.8% | -6.4% | -3.1% |
| 30D | +13.4% | +28.3% | -14.9% | +1.2% |
| 3M | +11.8% | +48.7% | -36.9% | -7.1% |
| 6M | +12.4% | +71.9% | -59.5% | -12.9% |
| YTD | +41.5% | +138.7% | -97.2% | -6.2% |
| 1Y | +41.6% | +148.5% | -106.9% | -8.4% |
| 3Y | +42.2% | +192.7% | -150.4% | -18.0% |
| 5Y | +166.0% | +601.6% | -435.7% | -5.2% |
| All | +166.0% | +577.3% | -411.3% | -5.2% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling