+36,773.5%
VLO vs BHP
+6,941.2%
+29,832.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | -1.3% | +2.6% | +1.9% |
| 7D | +9.6% | -0.5% | +10.1% | +9.8% |
| 30D | -17.4% | -4.5% | -12.9% | -16.1% |
| 3M | +10.8% | -6.9% | +17.6% | +13.1% |
| 6M | +56.9% | -10.6% | +67.5% | +60.8% |
| YTD | +136.8% | +37.2% | +99.6% | +95.8% |
| 1Y | +120.7% | +48.0% | +72.6% | +75.9% |
| 3Y | +231.9% | +52.6% | +179.4% | +155.6% |
| 5Y | +479.0% | +116.5% | +362.5% | +269.9% |
| 10Y | +792.2% | +334.9% | +457.3% | +317.7% |
| All | +36,773.5% | +6,941.2% | +29,832.3% | +7,855.4% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling