+143.6%
VLO vs APA
+94.6%
+49.0%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -3.2% | +3.2% | +1.3% |
| 7D | +5.2% | +0.5% | +4.7% | +4.9% |
| 30D | +22.6% | +23.4% | -0.8% | +11.8% |
| 3M | +43.8% | +12.7% | +31.1% | +35.8% |
| 6M | +65.7% | +39.4% | +26.3% | +45.9% |
| YTD | +131.1% | +79.0% | +52.1% | +86.9% |
| 1Y | +143.6% | +88.8% | +54.8% | +92.9% |
| All | +143.6% | +94.6% | +49.0% | +92.9% |
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