+73.2%
STX vs VLO
+107.6%
-34.4%
-57.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.0% | +6.8% | +9.7% |
| 7D | -14.8% | -6.5% | -8.3% | -14.8% |
| 30D | -35.4% | -17.8% | -17.6% | -35.9% |
| 3M | -37.7% | +19.6% | -57.3% | -35.8% |
| 6M | -35.2% | +49.3% | -84.5% | -29.7% |
| YTD | +84.4% | +122.4% | -38.0% | +110.2% |
| All | +73.2% | +107.6% | -34.4% | +100.6% |
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 1y: 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…
1y analysis · Full analysis span regression · 6 months rolling