+62.2%
PANW vs VLO
+120.8%
-58.5%
-35.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.6% | -5.8% | +5.1% | -0.3% |
| 7D | -11.8% | -6.0% | -5.8% | -11.5% |
| 30D | -14.4% | -12.9% | -1.6% | -14.1% |
| 3M | -5.0% | +18.3% | -23.3% | -9.2% |
| 6M | +88.6% | +46.4% | +42.1% | +74.3% |
| YTD | +88.9% | +127.7% | -38.8% | +59.6% |
| 1Y | +62.2% | +120.6% | -58.4% | +37.8% |
| All | +62.2% | +120.8% | -58.5% | +37.8% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling