+43,429.5%
SBUX vs VLO
+21,965.2%
+21,464.3%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.4% | +3.1% | -5.5% | -3.1% |
| 7D | +1.0% | +6.8% | -5.7% | -0.5% |
| 30D | +16.6% | -17.9% | +34.4% | +21.3% |
| 3M | -0.6% | +13.5% | -14.1% | -4.1% |
| 6M | +1.8% | +53.0% | -51.2% | -8.6% |
| YTD | +29.7% | +133.7% | -104.1% | +4.9% |
| 1Y | +26.1% | +115.7% | -89.6% | +3.7% |
| 3Y | +10.3% | +231.9% | -221.7% | -19.3% |
| 5Y | +7.6% | +471.6% | -464.0% | -33.1% |
| 10Y | +146.7% | +780.7% | -634.0% | +27.9% |
| All | +43,429.5% | +21,965.2% | +21,464.3% | +11,245.8% |
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 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