+53,441.7%
ORLY vs VLO
+23,469.0%
+29,972.7%
-65.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.3% | -5.5% | -2.8% |
| 7D | -2.3% | +5.8% | -8.1% | -3.2% |
| 30D | -8.2% | +28.3% | -36.5% | -11.9% |
| 3M | -3.5% | +48.7% | -52.3% | -9.8% |
| 6M | -9.2% | +71.9% | -81.1% | -17.5% |
| YTD | -5.8% | +138.7% | -144.5% | -19.2% |
| 1Y | -19.3% | +148.5% | -167.7% | -31.4% |
| 3Y | +34.4% | +192.7% | -158.2% | +9.1% |
| 5Y | +117.8% | +601.6% | -483.8% | +47.3% |
| 10Y | +356.9% | +900.2% | -543.2% | +173.1% |
| All | +53,441.7% | +23,469.0% | +29,972.7% | +21,971.7% |
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