+361.3%
LRCX vs VLO
+192.7%
+168.6%
-47.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.6% | -0.9% | -4.7% | -5.4% |
| 7D | +1.8% | +4.0% | -2.1% | +0.9% |
| 30D | -4.3% | +19.0% | -23.3% | -8.1% |
| 3M | -7.3% | +50.0% | -57.3% | -15.7% |
| 6M | +38.6% | +79.1% | -40.6% | +17.8% |
| YTD | +74.4% | +140.3% | -65.8% | +31.5% |
| 1Y | +179.1% | +148.3% | +30.8% | +106.5% |
| All | +361.3% | +192.7% | +168.6% | +197.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling