+99.9%
VLO vs APA
+91.9%
+8.0%
-24.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +1.3% | -3.0% | -2.3% |
| 7D | -9.5% | -5.5% | -4.0% | -7.1% |
| 30D | -19.1% | -1.2% | -18.0% | -18.7% |
| 3M | +11.4% | +10.6% | +0.8% | +6.0% |
| 6M | +46.7% | +28.4% | +18.3% | +29.8% |
| YTD | +118.6% | +89.7% | +28.9% | +67.1% |
| 1Y | +99.9% | +90.6% | +9.3% | +52.3% |
| All | +99.9% | +91.9% | +8.0% | +52.3% |
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