+50,186.6%
QCOM vs VLO
+19,242.6%
+30,944.1%
-86.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.1% | 0.0% | +0.1% | +0.1% |
| 7D | +3.3% | +5.2% | -1.9% | +2.1% |
| 30D | +7.7% | +22.6% | -14.9% | +2.4% |
| 3M | -30.1% | +43.8% | -73.8% | -36.2% |
| 6M | +22.8% | +65.7% | -42.9% | +7.5% |
| YTD | +0.2% | +131.1% | -130.9% | -19.4% |
| 1Y | +7.9% | +143.6% | -135.8% | -14.5% |
| 3Y | +55.8% | +201.4% | -145.6% | +15.7% |
| 5Y | +30.1% | +568.9% | -538.8% | -21.9% |
| 10Y | +248.9% | +891.8% | -642.9% | +78.0% |
| All | +50,186.6% | +19,242.6% | +30,944.1% | +13,343.3% |
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