+35,889.1%
VLO vs BHP
+7,909.4%
+27,979.7%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | BHP | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.3% | +0.3% | +0.2% |
| 7D | +5.2% | -2.9% | +8.1% | +6.6% |
| 30D | +22.6% | +3.4% | +19.2% | +20.4% |
| 3M | +43.8% | +4.1% | +39.7% | +39.4% |
| 6M | +65.7% | +20.6% | +45.2% | +47.6% |
| YTD | +131.1% | +56.1% | +75.0% | +82.0% |
| 1Y | +143.6% | +69.6% | +74.0% | +83.8% |
| 3Y | +201.4% | +78.8% | +122.6% | +117.4% |
| 5Y | +568.9% | +113.1% | +455.8% | +333.5% |
| 10Y | +891.8% | +505.9% | +385.9% | +304.5% |
| All | +35,889.1% | +7,909.4% | +27,979.7% | +7,294.9% |
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