-26.2%
UBER vs VLO
+120.8%
-147.0%
-31.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +4.9% | -5.8% | +10.7% | +4.1% |
| 7D | +7.0% | -6.0% | +13.0% | +6.2% |
| 30D | +0.6% | -12.9% | +13.4% | -1.0% |
| 3M | -2.9% | +18.3% | -21.3% | -0.8% |
| 6M | -5.5% | +46.4% | -51.9% | -0.6% |
| YTD | -14.5% | +127.7% | -142.2% | -9.9% |
| 1Y | -26.2% | +120.6% | -146.8% | -22.4% |
| All | -26.2% | +120.8% | -147.0% | -22.4% |
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