+59.8%
UBER vs VLO
+476.5%
-416.7%
-55.3%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +0.8% | +1.3% | -0.5% | +0.6% |
| 7D | +1.6% | +9.6% | -8.0% | +0.2% |
| 30D | +0.6% | -17.4% | +18.0% | +3.4% |
| 3M | -8.2% | +10.8% | -18.9% | -10.3% |
| 6M | -6.7% | +56.9% | -63.7% | -14.7% |
| YTD | -14.7% | +136.8% | -151.5% | -29.5% |
| 1Y | -24.1% | +120.7% | -144.7% | -36.2% |
| 3Y | +33.4% | +231.9% | -198.5% | -0.4% |
| All | +59.8% | +476.5% | -416.7% | -5.2% |
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