+9,509.3%
STX vs VLO
+7,994.3%
+1,515.0%
-88.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.8% | +3.0% | +6.8% | +8.9% |
| 7D | -14.8% | -6.5% | -8.3% | -12.7% |
| 30D | -35.4% | -17.8% | -17.6% | -31.3% |
| 3M | -37.7% | +19.6% | -57.3% | -41.3% |
| 6M | -35.2% | +49.3% | -84.5% | -43.4% |
| YTD | +84.4% | +122.4% | -38.0% | +39.3% |
| 1Y | +82.3% | +107.4% | -25.2% | +40.6% |
| 3Y | +646.2% | +223.1% | +423.2% | +387.5% |
| 5Y | +487.4% | +432.2% | +55.2% | +211.4% |
| 10Y | +2,071.0% | +743.6% | +1,327.4% | +779.5% |
| All | +9,509.3% | +7,994.3% | +1,515.0% | +1,657.2% |
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 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