+4,942.5%
CVX vs VLO
+36,773.5%
-31,831.0%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +1.3% | +0.3% | +1.2% |
| 7D | +3.4% | +9.6% | -6.2% | +0.1% |
| 30D | -1.0% | -17.4% | +16.4% | +5.6% |
| 3M | +12.2% | +10.8% | +1.4% | +7.6% |
| 6M | +20.3% | +56.9% | -36.6% | +1.7% |
| YTD | +48.3% | +136.8% | -88.5% | +7.8% |
| 1Y | +46.9% | +120.7% | -73.8% | +9.4% |
| 3Y | +73.1% | +231.9% | -158.8% | +9.4% |
| 5Y | +135.2% | +479.0% | -343.8% | +20.5% |
| 10Y | +214.4% | +792.2% | -577.8% | +33.8% |
| All | +4,942.5% | +36,773.5% | -31,831.0% | +751.9% |
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 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