+339.7%
OKLO vs VLO
+577.3%
-237.6%
-78.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | +3.3% | +1.7% | +4.9% |
| 7D | +12.4% | +5.8% | +6.6% | +12.2% |
| 30D | -10.6% | +28.3% | -38.9% | -11.2% |
| 3M | -26.5% | +48.7% | -75.3% | -27.5% |
| 6M | -25.6% | +71.9% | -97.6% | -27.9% |
| YTD | -39.6% | +138.7% | -178.3% | -43.3% |
| 1Y | -38.8% | +148.5% | -187.2% | -42.7% |
| 3Y | +318.1% | +192.7% | +125.4% | +283.0% |
| 5Y | +339.7% | +601.6% | -261.9% | +297.8% |
| All | +339.7% | +577.3% | -237.6% | +297.8% |
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