+115.7%
VLO vs AMBA
-35.5%
+151.2%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | AMBA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.1% | -2.3% | +5.4% | +3.1% |
| 7D | +6.8% | +10.7% | -3.9% | +6.8% |
| 30D | -17.9% | -5.0% | -12.8% | -17.9% |
| 3M | +13.5% | -26.9% | +40.4% | +13.4% |
| 6M | +53.0% | -21.9% | +74.9% | +53.2% |
| YTD | +133.7% | -13.8% | +147.5% | +134.3% |
| 1Y | +115.7% | -36.1% | +151.7% | +117.1% |
| All | +115.7% | -35.5% | +151.2% | +117.1% |
Cumulative growth
Daily Returns
Daily percentage return beside AMBA.
Daily Out/Under-Performance
Portfolio return minus AMBA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × AMBA 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 1y: compounded portfolio wealth divided by compounded AMBA 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…
1y analysis · Full analysis span regression · 6 months rolling