+1,335.2%
STX vs VLO
+199.9%
+1,135.3%
-40.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +6.3% | 0.0% | +6.3% | +6.3% |
| 7D | +2.4% | +5.2% | -2.9% | +1.3% |
| 30D | +1.4% | +22.6% | -21.2% | -2.5% |
| 3M | -8.2% | +43.8% | -52.0% | -14.1% |
| 6M | +127.0% | +65.7% | +61.3% | +104.5% |
| YTD | +209.1% | +131.1% | +78.0% | +152.3% |
| 1Y | +365.4% | +143.6% | +221.8% | +272.0% |
| All | +1,335.2% | +199.9% | +1,135.3% | +957.2% |
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 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