+31.3%
NFLX vs VLO
+608.8%
-577.5%
-75.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | +1.3% | +0.5% | +1.7% |
| 7D | -1.1% | +5.3% | -6.4% | -1.6% |
| 30D | +4.3% | +18.2% | -13.9% | +2.5% |
| 3M | -4.8% | +53.3% | -58.1% | -9.1% |
| 6M | -18.4% | +70.4% | -88.9% | -23.3% |
| YTD | -17.4% | +143.4% | -160.8% | -25.6% |
| 1Y | -35.7% | +153.0% | -188.7% | -42.4% |
| 3Y | +73.8% | +195.0% | -121.2% | +50.0% |
| All | +31.3% | +608.8% | -577.5% | +1.3% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling