+111.7%
INTC vs VLO
+577.3%
-465.5%
-65.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.1% | +3.3% | +5.8% | +8.2% |
| 7D | +17.4% | +5.8% | +11.7% | +15.8% |
| 30D | +2.8% | +28.3% | -25.6% | -3.8% |
| 3M | -5.3% | +48.7% | -54.0% | -14.9% |
| 6M | +140.6% | +71.9% | +68.7% | +105.1% |
| YTD | +183.1% | +138.7% | +44.5% | +118.3% |
| 1Y | +326.8% | +148.5% | +178.3% | +224.3% |
| 3Y | +179.4% | +192.7% | -13.2% | +98.4% |
| 5Y | +111.7% | +601.6% | -489.9% | +17.1% |
| All | +111.7% | +577.3% | -465.5% | +17.1% |
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 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