+3,549.0%
LRCX vs VLO
+946.8%
+2,602.2%
-56.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | +1.3% | -1.2% | -0.4% |
| 7D | -3.1% | +5.3% | -8.4% | -4.8% |
| 30D | -8.6% | +18.2% | -26.8% | -13.8% |
| 3M | -17.7% | +53.3% | -71.0% | -29.4% |
| 6M | +36.4% | +70.4% | -34.1% | +10.6% |
| YTD | +74.5% | +143.4% | -68.8% | +22.6% |
| 1Y | +159.4% | +153.0% | +6.5% | +78.8% |
| 3Y | +361.6% | +195.0% | +166.6% | +191.8% |
| 5Y | +425.2% | +618.8% | -193.5% | +120.5% |
| All | +3,549.0% | +946.8% | +2,602.2% | +1,211.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling