+9.1%
PLTR vs VLO
+149.2%
-140.1%
-48.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.3% | +3.3% | -5.6% | -2.9% |
| 7D | -5.3% | +5.8% | -11.1% | -6.3% |
| 30D | -1.0% | +28.3% | -29.3% | -5.3% |
| 3M | +24.8% | +48.7% | -24.0% | +16.8% |
| 6M | +8.4% | +71.9% | -63.5% | -3.1% |
| YTD | -4.2% | +138.7% | -142.9% | -23.5% |
| 1Y | +9.1% | +148.5% | -139.4% | -12.9% |
| All | +9.1% | +149.2% | -140.1% | -12.9% |
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