+76.2%
UBER vs VLO
+619.0%
-542.9%
-57.7%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -2.8% | +1.6% | -4.4% | -3.1% |
| 7D | -7.0% | +6.2% | -13.3% | -8.0% |
| 30D | -8.9% | +23.5% | -32.4% | -12.4% |
| 3M | +1.0% | +53.9% | -52.9% | -7.0% |
| 6M | -3.7% | +81.7% | -85.4% | -15.1% |
| YTD | -13.0% | +142.5% | -155.5% | -28.5% |
| 1Y | -25.5% | +145.4% | -171.0% | -39.1% |
| 3Y | +50.5% | +197.3% | -146.9% | +14.5% |
| 5Y | +76.2% | +614.6% | -538.4% | -2.8% |
| All | +76.2% | +619.0% | -542.9% | -2.8% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling