+18.4%
CVX vs VLO
+51.2%
-32.8%
-16.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.4% | +3.1% | -1.7% | +0.4% |
| 7D | +1.6% | +6.8% | -5.1% | -0.8% |
| 30D | -0.6% | -17.9% | +17.2% | +6.3% |
| 3M | +11.0% | +13.5% | -2.5% | +4.0% |
| 6M | +18.4% | +53.0% | -34.6% | -2.9% |
| All | +18.4% | +51.2% | -32.8% | -2.9% |
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 6mo: 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…
6mo analysis · Full analysis span regression · 6 months rolling