+143.6%
VLO vs CHTR
-41.9%
+185.6%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CHTR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.4% | -0.4% | 0.0% |
| 7D | +5.2% | -1.1% | +6.3% | +5.2% |
| 30D | +22.6% | -0.8% | +23.4% | +22.6% |
| 3M | +43.8% | +17.8% | +26.0% | +44.4% |
| 6M | +65.7% | -34.5% | +100.2% | +67.0% |
| YTD | +131.1% | -27.2% | +158.3% | +132.6% |
| 1Y | +143.6% | -41.4% | +185.1% | +146.1% |
| All | +143.6% | -41.9% | +185.6% | +146.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CHTR.
Daily Out/Under-Performance
Portfolio return minus CHTR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CHTR 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 CHTR 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