+312.3%
DELL vs VLO
+144.1%
+168.2%
-32.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.3% | -0.9% | -4.4% | -5.3% |
| 7D | -1.9% | +4.0% | -5.9% | -2.1% |
| 30D | +14.9% | +19.0% | -4.1% | +13.8% |
| 3M | +37.2% | +50.0% | -12.8% | +35.4% |
| 6M | +254.0% | +79.1% | +174.8% | +238.5% |
| YTD | +306.1% | +140.3% | +165.9% | +277.1% |
| 1Y | +312.3% | +148.3% | +163.9% | +285.6% |
| All | +312.3% | +144.1% | +168.2% | +285.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling