+99.7%
TXN vs VLO
+120.8%
-21.0%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | -5.8% | +5.4% | -0.9% |
| 7D | +1.0% | -6.0% | +7.0% | +0.5% |
| 30D | +6.1% | -12.9% | +19.0% | +5.0% |
| 3M | +10.4% | +18.3% | -8.0% | +12.9% |
| 6M | +12.6% | +46.4% | -33.9% | +18.1% |
| YTD | +83.5% | +127.7% | -44.3% | +92.7% |
| 1Y | +99.7% | +120.6% | -20.9% | +111.1% |
| All | +99.7% | +120.8% | -21.0% | +111.1% |
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