+31.8%
KLAC vs VLO
+117.8%
-86.0%
-56.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.2% | +1.3% | -4.5% | -3.2% |
| 7D | +10.0% | +9.6% | +0.4% | +10.0% |
| 30D | -14.8% | -17.4% | +2.6% | -16.2% |
| 3M | -27.2% | +10.8% | -37.9% | -26.4% |
| 6M | -17.5% | +56.9% | -74.4% | -13.0% |
| YTD | +25.8% | +136.8% | -111.0% | +26.1% |
| 1Y | +31.8% | +120.7% | -88.8% | +32.8% |
| All | +31.8% | +117.8% | -86.0% | +32.8% |
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