+4,683.6%
CVX vs VLO
+35,889.1%
-31,205.5%
-55.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | +3.3% | +5.2% | -1.9% | +1.5% |
| 30D | +12.9% | +22.6% | -9.7% | +5.0% |
| 3M | +11.7% | +43.8% | -32.1% | -2.0% |
| 6M | +14.1% | +65.7% | -51.6% | -5.1% |
| YTD | +40.7% | +131.1% | -90.4% | +3.8% |
| 1Y | +37.5% | +143.6% | -106.1% | -0.9% |
| 3Y | +43.9% | +201.4% | -157.4% | -5.6% |
| 5Y | +161.5% | +568.9% | -407.4% | +28.2% |
| 10Y | +215.1% | +891.8% | -676.7% | +30.6% |
| All | +4,683.6% | +35,889.1% | -31,205.5% | +719.7% |
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