+24,937.0%
ORCL vs VLO
+33,946.5%
-9,009.6%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.5% | -1.7% | +0.2% | -1.2% |
| 7D | -6.5% | -9.5% | +3.0% | -4.5% |
| 30D | -16.6% | -19.1% | +2.6% | -12.9% |
| 3M | -21.6% | +11.4% | -33.0% | -23.8% |
| 6M | -39.4% | +46.7% | -86.1% | -44.8% |
| YTD | -38.7% | +118.6% | -157.3% | -49.2% |
| 1Y | -50.4% | +99.9% | -150.2% | -58.1% |
| 3Y | +8.1% | +210.5% | -202.4% | -18.8% |
| 5Y | +34.5% | +432.7% | -398.1% | -13.6% |
| 10Y | +246.0% | +717.1% | -471.1% | +84.9% |
| All | +24,937.0% | +33,946.5% | -9,009.6% | +5,711.1% |
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