+91.0%
KLAC vs VLO
+144.1%
-53.1%
-43.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.1% | -0.9% | -2.2% | -3.2% |
| 7D | +2.5% | +4.0% | -1.5% | +2.6% |
| 30D | -11.5% | +19.0% | -30.5% | -11.1% |
| 3M | -16.9% | +50.0% | -66.9% | -15.7% |
| 6M | +22.2% | +79.1% | -56.9% | +22.7% |
| YTD | +46.4% | +140.3% | -93.9% | +36.4% |
| 1Y | +91.0% | +148.3% | -57.3% | +74.4% |
| All | +91.0% | +144.1% | -53.1% | +74.4% |
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