+420.0%
VLO vs BP
+103.6%
+316.4%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | BP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | -0.4% | -1.0% | -1.1% |
| 7D | -13.3% | -11.6% | -1.7% | -4.9% |
| 30D | -18.3% | 0.0% | -18.4% | -18.2% |
| 3M | +14.3% | +6.7% | +7.6% | +8.7% |
| 6M | +47.6% | +2.2% | +45.5% | +44.2% |
| YTD | +116.0% | +33.0% | +83.0% | +72.3% |
| 1Y | +101.0% | +30.7% | +70.3% | +62.2% |
| 3Y | +199.0% | +44.2% | +154.8% | +121.0% |
| All | +420.0% | +103.6% | +316.4% | +178.2% |
Cumulative growth
Daily Returns
Daily percentage return beside BP.
Daily Out/Under-Performance
Portfolio return minus BP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × BP 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 BP 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