+2,094.7%
NXPI vs VLO
+3,619.4%
-1,524.7%
-60.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +3.7% | -0.7% | +1.7% |
| 7D | +1.7% | -0.4% | +2.1% | +1.9% |
| 30D | +19.7% | -16.6% | +36.3% | +27.1% |
| 3M | +14.5% | +12.3% | +2.2% | +8.3% |
| 6M | -11.2% | +47.8% | -59.1% | -25.0% |
| YTD | +25.8% | +126.7% | -100.9% | -11.2% |
| 1Y | +35.2% | +105.4% | -70.2% | -1.1% |
| 3Y | +52.3% | +222.0% | -169.7% | -8.9% |
| 5Y | +34.8% | +449.8% | -415.0% | -38.6% |
| 10Y | +214.4% | +754.3% | -539.9% | +3.6% |
| All | +2,094.7% | +3,619.4% | -1,524.7% | +147.1% |
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