+26.2%
KLAC vs VLO
+120.8%
-94.6%
-51.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -4.1% | -5.8% | +1.7% | -4.4% |
| 7D | -5.7% | -6.0% | +0.3% | -5.9% |
| 30D | -27.6% | -12.9% | -14.7% | -28.0% |
| 3M | -23.3% | +18.3% | -41.6% | -21.6% |
| 6M | -12.4% | +46.4% | -58.8% | -8.1% |
| YTD | +23.7% | +127.7% | -104.0% | +24.5% |
| 1Y | +26.2% | +120.6% | -94.4% | +27.5% |
| All | +26.2% | +120.8% | -94.6% | +27.5% |
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 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