+381.8%
STX vs VLO
+149.2%
+232.6%
-31.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.5% | +3.3% | +3.2% | +6.6% |
| 7D | +10.7% | +5.8% | +5.0% | +11.0% |
| 30D | +11.3% | +28.3% | -17.1% | +12.9% |
| 3M | +3.2% | +48.7% | -45.5% | +7.3% |
| 6M | +157.0% | +71.9% | +85.1% | +172.4% |
| YTD | +229.2% | +138.7% | +90.5% | +244.6% |
| 1Y | +381.8% | +148.5% | +233.4% | +421.1% |
| All | +381.8% | +149.2% | +232.6% | +421.1% |
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