+62.5%
SLB vs VLO
+412.5%
-350.0%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.6% | -1.4% | +1.9% | +1.3% |
| 7D | -7.1% | -13.3% | +6.2% | +0.4% |
| 30D | +4.1% | -18.3% | +22.4% | +15.2% |
| 3M | -2.6% | +14.3% | -17.0% | -11.9% |
| 6M | -8.6% | +47.6% | -56.2% | -29.7% |
| YTD | +32.2% | +116.0% | -83.8% | -22.4% |
| 1Y | +40.7% | +101.0% | -60.4% | -13.7% |
| 3Y | -4.5% | +199.0% | -203.5% | -57.3% |
| All | +62.5% | +412.5% | -350.0% | -55.2% |
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