+120.6%
VLO vs CNP
+8.7%
+111.9%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CNP | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | -3.5% | -2.3% | -5.8% |
| 7D | -6.0% | -1.3% | -4.6% | -5.8% |
| 30D | -12.9% | +8.7% | -21.6% | -12.5% |
| 3M | +18.3% | -0.7% | +19.0% | +18.2% |
| 6M | +46.4% | -4.2% | +50.6% | +46.3% |
| YTD | +127.7% | +8.9% | +118.9% | +130.8% |
| 1Y | +120.6% | +8.3% | +112.3% | +124.1% |
| All | +120.6% | +8.7% | +111.9% | +124.1% |
Cumulative growth
Daily Returns
Daily percentage return beside CNP.
Daily Out/Under-Performance
Portfolio return minus CNP return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CNP 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 CNP 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