+42,297.2%
SBUX vs VLO
+21,716.2%
+20,581.0%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.3% | 0.0% | -1.3% | -1.3% |
| 7D | -3.1% | +5.2% | -8.3% | -4.2% |
| 30D | -0.9% | +22.6% | -23.5% | -5.4% |
| 3M | +11.6% | +43.8% | -32.2% | +2.5% |
| 6M | +8.8% | +65.7% | -57.0% | -3.9% |
| YTD | +26.3% | +131.1% | -104.8% | +3.2% |
| 1Y | +23.1% | +143.6% | -120.5% | -1.0% |
| 3Y | +15.0% | +201.4% | -186.4% | -13.6% |
| 5Y | +0.4% | +568.9% | -568.5% | -39.6% |
| 10Y | +130.7% | +891.8% | -761.1% | +17.0% |
| All | +42,297.2% | +21,716.2% | +20,581.0% | +11,057.8% |
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