+27.2%
NXPI vs VLO
+436.8%
-409.6%
-46.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +3.0% | +0.3% | +2.5% |
| 7D | -0.3% | -6.5% | +6.2% | +1.3% |
| 30D | +12.7% | -17.8% | +30.5% | +17.8% |
| 3M | +7.5% | +19.6% | -12.1% | +1.2% |
| 6M | -12.3% | +49.3% | -61.6% | -22.8% |
| YTD | +19.7% | +122.4% | -102.7% | -7.7% |
| 1Y | +27.6% | +107.4% | -79.9% | +0.4% |
| 3Y | +50.0% | +223.1% | -173.1% | +0.8% |
| 5Y | +27.2% | +432.2% | -405.1% | -27.1% |
| All | +27.2% | +436.8% | -409.6% | -27.1% |
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 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