+924.9%
VLO vs BHP
+496.8%
+428.0%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -0.2% | +1.5% | +1.4% |
| 7D | +5.3% | -3.6% | +8.9% | +7.3% |
| 30D | +18.2% | -1.2% | +19.4% | +18.5% |
| 3M | +53.3% | +1.2% | +52.1% | +50.4% |
| 6M | +70.4% | +21.4% | +49.0% | +47.4% |
| YTD | +143.4% | +50.4% | +93.0% | +84.3% |
| 1Y | +153.0% | +67.5% | +85.5% | +78.8% |
| 3Y | +195.0% | +72.8% | +122.1% | +97.7% |
| 5Y | +618.8% | +112.6% | +506.2% | +298.5% |
| All | +924.9% | +496.8% | +428.0% | +270.7% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling