-0.4%
GILD vs VLO
+80.1%
-80.5%
-16.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.8% | +1.3% | -2.0% | -0.6% |
| 7D | -4.8% | +5.3% | -10.1% | -4.2% |
| 30D | +5.8% | +18.2% | -12.5% | +7.8% |
| 3M | +14.9% | +53.3% | -38.4% | +21.3% |
| 6M | -0.4% | +70.4% | -70.8% | +8.4% |
| All | -0.4% | +80.1% | -80.5% | +8.4% |
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