+289.3%
INTC vs VLO
+143.4%
+145.9%
-41.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.5% | 0.0% | +4.5% | +4.5% |
| 7D | +7.1% | +5.2% | +1.9% | +6.7% |
| 30D | -5.2% | +22.6% | -27.8% | -6.5% |
| 3M | -14.3% | +43.8% | -58.1% | -16.1% |
| 6M | +110.2% | +65.7% | +44.4% | +98.2% |
| YTD | +159.6% | +131.1% | +28.5% | +120.9% |
| 1Y | +289.3% | +143.6% | +145.6% | +231.2% |
| All | +289.3% | +143.4% | +145.9% | +231.2% |
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