+74.5%
UBER vs VLO
+529.3%
-454.7%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +2.1% | -0.9% | +3.0% | +2.4% |
| 7D | -4.5% | +4.0% | -8.5% | -5.7% |
| 30D | -7.6% | +19.0% | -26.6% | -12.7% |
| 3M | +5.8% | +50.0% | -44.2% | -7.5% |
| 6M | +0.3% | +79.1% | -78.9% | -18.3% |
| YTD | -11.2% | +140.3% | -151.5% | -35.0% |
| 1Y | -23.0% | +148.3% | -171.3% | -44.5% |
| 3Y | +53.6% | +194.6% | -141.0% | +0.6% |
| 5Y | +81.9% | +609.6% | -527.7% | -21.2% |
| All | +74.5% | +529.3% | -454.7% | -30.0% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling