+41.6%
TXN vs VLO
+143.4%
-101.8%
-23.4%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | -0.1% | +5.2% | -5.3% | +0.3% |
| 30D | -6.9% | +22.6% | -29.5% | -5.5% |
| 3M | -14.9% | +43.8% | -58.7% | -12.6% |
| 6M | +29.0% | +65.7% | -36.7% | +33.1% |
| YTD | +51.5% | +131.1% | -79.6% | +52.9% |
| 1Y | +41.6% | +143.6% | -102.1% | +42.5% |
| All | +41.6% | +143.4% | -101.8% | +42.5% |
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