+26.1%
SBUX vs VLO
+112.7%
-86.7%
-16.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.5% | -2.4% |
| 7D | +1.0% | +6.8% | -5.7% | +0.9% |
| 30D | +16.6% | -17.9% | +34.4% | +17.1% |
| 3M | -0.6% | +13.5% | -14.1% | -1.9% |
| 6M | +1.8% | +53.0% | -51.2% | -0.9% |
| YTD | +29.7% | +133.7% | -104.1% | +19.3% |
| 1Y | +26.1% | +115.7% | -89.6% | +15.8% |
| All | +26.1% | +112.7% | -86.7% | +15.8% |
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