+37,658.8%
VLO vs ADSK
+4,642.0%
+33,016.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | ADSK | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -2.6% | +4.2% | +2.1% |
| 7D | +6.2% | -14.5% | +20.8% | +9.6% |
| 30D | +23.5% | -19.3% | +42.8% | +28.7% |
| 3M | +53.9% | -7.8% | +61.6% | +55.2% |
| 6M | +81.7% | -20.8% | +102.4% | +88.4% |
| YTD | +142.5% | -30.2% | +172.7% | +157.1% |
| 1Y | +145.4% | -36.5% | +181.9% | +165.3% |
| 3Y | +197.3% | -5.7% | +203.1% | +192.2% |
| 5Y | +614.6% | -28.2% | +642.8% | +620.0% |
| 10Y | +938.9% | +209.1% | +729.7% | +668.9% |
| All | +37,658.8% | +4,642.0% | +33,016.8% | +18,110.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling