+33,471.1%
ORCL vs VLO
+35,889.1%
-2,417.9%
-84.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | 0.0% | +3.1% | +3.1% |
| 7D | +5.3% | +5.2% | 0.0% | +4.1% |
| 30D | +10.0% | +22.6% | -12.6% | +5.2% |
| 3M | -32.6% | +43.8% | -76.4% | -37.9% |
| 6M | +4.9% | +65.7% | -60.8% | -6.8% |
| YTD | -17.8% | +131.1% | -148.9% | -32.3% |
| 1Y | -28.0% | +143.6% | -171.6% | -41.6% |
| 3Y | +36.0% | +201.4% | -165.4% | +3.1% |
| 5Y | +88.7% | +568.9% | -480.2% | +15.5% |
| 10Y | +346.9% | +891.8% | -544.9% | +129.5% |
| All | +33,471.1% | +35,889.1% | -2,417.9% | +7,639.2% |
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