+81.7%
VLO vs ADSK
-20.8%
+102.4%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +1.6% |
| 7D | +6.2% | -14.5% | +20.8% | +6.3% |
| 30D | +23.5% | -19.3% | +42.8% | +23.5% |
| 3M | +53.9% | -7.8% | +61.6% | +54.2% |
| 6M | +81.7% | -20.8% | +102.4% | +81.0% |
| All | +81.7% | -20.8% | +102.4% | +81.0% |
Cumulative growth
Daily Returns
Daily percentage return beside ADSK.
Daily Out/Under-Performance
Portfolio return minus ADSK return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × ADSK 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 6mo: compounded portfolio wealth divided by compounded ADSK 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…
6mo analysis · Full analysis span regression · 6 months rolling