+8,652.1%
STX vs VLO
+7,760.6%
+891.5%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.2% | -1.4% | +0.2% | -0.8% |
| 7D | -28.5% | -13.3% | -15.2% | -25.0% |
| 30D | -42.9% | -18.3% | -24.6% | -39.3% |
| 3M | -45.9% | +14.3% | -60.3% | -48.4% |
| 6M | -41.3% | +47.6% | -88.9% | -48.6% |
| YTD | +67.9% | +116.0% | -48.0% | +27.9% |
| 1Y | +66.5% | +101.0% | -34.5% | +29.6% |
| 3Y | +588.0% | +199.0% | +388.9% | +360.2% |
| 5Y | +449.1% | +419.0% | +30.0% | +193.1% |
| 10Y | +1,982.8% | +778.2% | +1,204.6% | +730.2% |
| All | +8,652.1% | +7,760.6% | +891.5% | +1,514.1% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling