+82.2%
UBER vs VLO
+505.2%
-423.0%
-68.0%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -0.3% | 0.0% | -0.3% | -0.3% |
| 7D | -3.9% | +5.2% | -9.1% | -5.4% |
| 30D | +11.1% | +22.6% | -11.5% | +4.1% |
| 3M | +4.9% | +43.8% | -38.9% | -7.0% |
| 6M | -1.2% | +65.7% | -66.9% | -17.4% |
| YTD | -7.3% | +131.1% | -138.4% | -31.3% |
| 1Y | -17.6% | +143.6% | -161.3% | -40.3% |
| 3Y | +61.1% | +201.4% | -140.3% | +4.4% |
| 5Y | +87.9% | +568.9% | -481.0% | -16.8% |
| All | +82.2% | +505.2% | -423.0% | -26.0% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling