+1.8%
SLB vs VLO
+231.8%
-230.0%
-40.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.1% | +3.1% | -3.2% | -1.4% |
| 7D | +2.6% | +6.8% | -4.2% | -0.2% |
| 30D | +4.4% | -17.9% | +22.2% | +12.7% |
| 3M | -2.7% | +13.5% | -16.3% | -9.6% |
| 6M | -7.5% | +53.0% | -60.6% | -25.8% |
| YTD | +34.8% | +133.7% | -98.9% | -15.8% |
| 1Y | +44.6% | +115.7% | -71.1% | -5.8% |
| All | +1.8% | +231.8% | -230.0% | -51.0% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling