+145.4%
VLO vs APA
+107.8%
+37.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | +3.0% | -1.4% | +0.4% |
| 7D | +6.2% | +0.3% | +5.9% | +6.1% |
| 30D | +23.5% | +9.3% | +14.2% | +18.7% |
| 3M | +53.9% | +23.3% | +30.5% | +39.7% |
| 6M | +81.7% | +39.5% | +42.2% | +58.5% |
| YTD | +142.5% | +87.6% | +54.9% | +90.0% |
| 1Y | +145.4% | +114.2% | +31.2% | +85.9% |
| All | +145.4% | +107.8% | +37.6% | +85.9% |
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