+27.8%
INTC vs VLO
+476.5%
-448.7%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.5% | +1.3% | -3.8% | -2.8% |
| 7D | +6.0% | +9.6% | -3.6% | +3.7% |
| 30D | -39.2% | -17.4% | -21.8% | -36.6% |
| 3M | -42.9% | +10.8% | -53.7% | -45.0% |
| 6M | -50.4% | +56.9% | -107.4% | -56.6% |
| YTD | +61.7% | +136.8% | -75.1% | +23.9% |
| 1Y | +66.1% | +120.7% | -54.5% | +29.9% |
| 3Y | +58.1% | +231.9% | -173.8% | +8.5% |
| All | +27.8% | +476.5% | -448.7% | -23.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling