+601.6%
VLO vs APA
+156.3%
+445.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | APA | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.4% | +2.4% |
| 7D | +5.8% | -1.7% | +7.5% | +6.6% |
| 30D | +28.3% | +15.7% | +12.6% | +19.4% |
| 3M | +48.7% | +16.5% | +32.3% | +37.1% |
| 6M | +71.9% | +35.1% | +36.8% | +47.2% |
| YTD | +138.7% | +82.2% | +56.4% | +76.3% |
| 1Y | +148.5% | +102.5% | +46.0% | +72.3% |
| 3Y | +192.7% | +10.3% | +182.4% | +160.5% |
| 5Y | +601.6% | +166.1% | +435.5% | +297.5% |
| All | +601.6% | +156.3% | +445.3% | +297.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling