+47.0%
NFLX vs VLO
+216.6%
-169.7%
-53.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.9% | +3.0% | -2.1% | +0.7% |
| 7D | +2.6% | -6.5% | +9.1% | +2.9% |
| 30D | -9.0% | -17.8% | +8.7% | -8.2% |
| 3M | -13.7% | +19.6% | -33.3% | -15.1% |
| 6M | -26.9% | +49.3% | -76.2% | -29.4% |
| YTD | -31.8% | +122.4% | -154.2% | -36.6% |
| 1Y | -42.1% | +107.4% | -149.5% | -45.7% |
| 3Y | +47.0% | +223.1% | -176.1% | +22.6% |
| All | +47.0% | +216.6% | -169.7% | +22.6% |
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