+143.6%
VLO vs BHP
+65.8%
+77.9%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -2.5% | +2.5% | -0.2% |
| 7D | +5.2% | -5.0% | +10.2% | +4.7% |
| 30D | +22.6% | +1.2% | +21.4% | +22.7% |
| 3M | +43.8% | +1.8% | +41.9% | +44.4% |
| 6M | +65.7% | +18.0% | +47.7% | +68.8% |
| YTD | +131.1% | +52.7% | +78.4% | +122.0% |
| 1Y | +143.6% | +66.0% | +77.7% | +131.0% |
| All | +143.6% | +65.8% | +77.9% | +131.0% |
Cumulative growth
Daily Returns
Daily percentage return beside BHP.
Daily Out/Under-Performance
Portfolio return minus BHP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BHP 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 BHP 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