+20,427.4%
TXN vs VLO
+37,066.7%
-16,639.3%
-85.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.2% | +3.3% | -3.1% | -0.5% |
| 7D | +2.2% | +5.8% | -3.6% | +0.9% |
| 30D | -9.5% | +28.3% | -37.8% | -14.6% |
| 3M | -10.5% | +48.7% | -59.3% | -18.6% |
| 6M | +35.4% | +71.9% | -36.5% | +18.3% |
| YTD | +51.8% | +138.7% | -86.9% | +22.4% |
| 1Y | +42.9% | +148.5% | -105.5% | +13.9% |
| 3Y | +71.3% | +192.7% | -121.3% | +29.6% |
| 5Y | +58.0% | +601.6% | -543.6% | -5.3% |
| 10Y | +393.3% | +900.2% | -506.9% | +153.6% |
| All | +20,427.4% | +37,066.7% | -16,639.3% | +4,472.8% |
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