+120.6%
VLO vs APA
+107.6%
+13.0%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -6.9% | +1.1% | -2.6% |
| 7D | -6.0% | -13.0% | +7.0% | +0.1% |
| 30D | -12.9% | +2.0% | -14.8% | -13.6% |
| 3M | +18.3% | +24.9% | -6.6% | +6.4% |
| 6M | +46.4% | +7.2% | +39.3% | +41.2% |
| YTD | +127.7% | +87.1% | +40.7% | +76.0% |
| 1Y | +120.6% | +107.2% | +13.5% | +62.8% |
| All | +120.6% | +107.6% | +13.0% | +62.8% |
Cumulative growth
Daily Returns
Daily percentage return beside APA.
Daily Out/Under-Performance
Portfolio return minus APA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × APA 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 APA 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