+33.4%
UBER vs VLO
+236.1%
-202.7%
-34.8%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.7% |
| 7D | +1.6% | +9.6% | -8.0% | +0.8% |
| 30D | +0.6% | -17.4% | +18.0% | +2.3% |
| 3M | -8.2% | +10.8% | -18.9% | -9.7% |
| 6M | -6.7% | +56.9% | -63.7% | -12.5% |
| YTD | -14.7% | +136.8% | -151.5% | -27.3% |
| 1Y | -24.1% | +120.7% | -144.7% | -34.2% |
| 3Y | +33.4% | +231.9% | -198.5% | +8.7% |
| All | +33.4% | +236.1% | -202.7% | +8.7% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling