+213,159.3%
LRCX vs VLO
+36,773.5%
+176,385.8%
-87.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -3.4% | +1.3% | -4.7% | -3.8% |
| 7D | +12.7% | +9.6% | +3.1% | +9.4% |
| 30D | -21.3% | -17.4% | -3.9% | -16.1% |
| 3M | -32.9% | +10.8% | -43.7% | -35.5% |
| 6M | -23.4% | +56.9% | -80.3% | -35.0% |
| YTD | +32.4% | +136.8% | -104.4% | -4.3% |
| 1Y | +48.0% | +120.7% | -72.6% | +9.4% |
| 3Y | +243.9% | +231.9% | +12.0% | +116.7% |
| 5Y | +280.6% | +479.0% | -198.4% | +89.7% |
| 10Y | +2,547.5% | +792.2% | +1,755.3% | +951.8% |
| All | +213,159.3% | +36,773.5% | +176,385.8% | +18,499.1% |
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