+164.3%
INTC vs VLO
+192.7%
-28.4%
-63.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.3% |
| 7D | +9.4% | +4.0% | +5.5% | +8.3% |
| 30D | +2.7% | +19.0% | -16.3% | -2.3% |
| 3M | -6.3% | +50.0% | -56.3% | -17.0% |
| 6M | +114.5% | +79.1% | +35.3% | +75.8% |
| YTD | +171.9% | +140.3% | +31.6% | +97.9% |
| 1Y | +305.0% | +148.3% | +156.7% | +189.9% |
| All | +164.3% | +192.7% | -28.4% | +75.1% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling