+17.1%
NXPI vs VLO
+567.8%
-550.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | 0.0% | +1.3% | +1.3% |
| 7D | +1.9% | +5.2% | -3.3% | +0.5% |
| 30D | -1.4% | +22.6% | -24.0% | -6.9% |
| 3M | -29.1% | +43.8% | -72.8% | -36.1% |
| 6M | +6.2% | +65.7% | -59.5% | -8.9% |
| YTD | +5.9% | +131.1% | -125.2% | -18.3% |
| 1Y | +2.9% | +143.6% | -140.7% | -22.3% |
| 3Y | +14.5% | +201.4% | -186.9% | -21.0% |
| All | +17.1% | +567.8% | -550.6% | -36.4% |
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