+76.4%
SLB vs VLO
+476.5%
-400.2%
-46.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.5% | +1.3% | +0.2% | +0.8% |
| 7D | +3.5% | +9.6% | -6.1% | -1.7% |
| 30D | +6.5% | -17.4% | +23.9% | +17.4% |
| 3M | -0.2% | +10.8% | -11.0% | -7.7% |
| 6M | -5.7% | +56.9% | -62.7% | -29.9% |
| YTD | +36.8% | +136.8% | -99.9% | -23.6% |
| 1Y | +45.8% | +120.7% | -74.9% | -15.1% |
| 3Y | +3.4% | +231.9% | -228.6% | -56.5% |
| All | +76.4% | +476.5% | -400.2% | -53.7% |
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