+148.5%
VLO vs CPB
-31.9%
+180.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | CPB | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.8% | +1.5% | +3.5% |
| 7D | +5.8% | -8.2% | +14.0% | +4.8% |
| 30D | +28.3% | -5.6% | +33.9% | +27.6% |
| 3M | +48.7% | +3.0% | +45.8% | +49.7% |
| 6M | +71.9% | -12.7% | +84.6% | +67.8% |
| YTD | +138.7% | -18.0% | +156.6% | +132.3% |
| 1Y | +148.5% | -31.7% | +180.2% | +142.3% |
| All | +148.5% | -31.9% | +180.3% | +142.3% |
Cumulative growth
Daily Returns
Daily percentage return beside CPB.
Daily Out/Under-Performance
Portfolio return minus CPB return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × CPB 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 CPB 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