+7.3%
SBUX vs VLO
+476.5%
-469.2%
-39.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.2% | +1.3% | -1.5% | -0.4% |
| 7D | +1.6% | +9.6% | -8.1% | +0.3% |
| 30D | +14.8% | -17.4% | +32.2% | +17.6% |
| 3M | -0.8% | +10.8% | -11.6% | -2.8% |
| 6M | +2.2% | +56.9% | -54.7% | -5.2% |
| YTD | +29.5% | +136.8% | -107.3% | +11.5% |
| 1Y | +27.0% | +120.7% | -93.6% | +10.5% |
| 3Y | +10.9% | +231.9% | -221.0% | -11.0% |
| All | +7.3% | +476.5% | -469.2% | -20.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling