+4,861.3%
CVX vs VLO
+36,299.7%
-31,438.4%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| 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% | +6.1% |
| 3M | +11.0% | +13.5% | -2.5% | +5.5% |
| 6M | +18.4% | +53.0% | -34.6% | +1.0% |
| YTD | +45.9% | +133.7% | -87.8% | +6.6% |
| 1Y | +46.7% | +115.7% | -69.0% | +10.1% |
| 3Y | +71.6% | +231.9% | -160.4% | +8.4% |
| 5Y | +131.4% | +471.6% | -340.1% | +19.1% |
| 10Y | +209.3% | +780.7% | -571.4% | +32.3% |
| All | +4,861.3% | +36,299.7% | -31,438.4% | +742.0% |
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