+290,000.8%
LRCX vs VLO
+35,889.1%
+254,111.7%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +5.1% | 0.0% | +5.1% | +5.1% |
| 7D | +1.9% | +5.2% | -3.3% | +0.2% |
| 30D | +0.1% | +22.6% | -22.5% | -6.6% |
| 3M | -8.5% | +43.8% | -52.3% | -19.3% |
| 6M | +38.1% | +65.7% | -27.7% | +14.0% |
| YTD | +80.1% | +131.1% | -51.0% | +31.8% |
| 1Y | +208.1% | +143.6% | +64.4% | +120.7% |
| 3Y | +350.2% | +201.4% | +148.8% | +193.7% |
| 5Y | +430.7% | +568.9% | -138.2% | +152.1% |
| 10Y | +3,633.2% | +891.8% | +2,741.4% | +1,335.4% |
| All | +290,000.8% | +35,889.1% | +254,111.7% | +25,533.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling