+103.3%
VLO vs APA
+89.4%
+13.9%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | -0.2% | +3.2% | +3.1% |
| 7D | -6.5% | -8.7% | +2.3% | -2.5% |
| 30D | -17.8% | -2.4% | -15.3% | -16.8% |
| 3M | +19.6% | +19.0% | +0.6% | +9.9% |
| 6M | +49.3% | +26.8% | +22.5% | +32.8% |
| YTD | +122.4% | +87.3% | +35.0% | +71.0% |
| All | +103.3% | +89.4% | +13.9% | +55.9% |
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