+120.6%
VLO vs DKS
-29.5%
+150.1%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +7.7% | -13.5% | -5.4% |
| 7D | -6.0% | +8.4% | -14.4% | -5.5% |
| 30D | -12.9% | +7.7% | -20.5% | -12.5% |
| 3M | +18.3% | -25.8% | +44.1% | +17.8% |
| 6M | +46.4% | -31.0% | +77.5% | +45.3% |
| YTD | +127.7% | -23.8% | +151.5% | +121.2% |
| 1Y | +120.6% | -29.8% | +150.4% | +115.5% |
| All | +120.6% | -29.5% | +150.1% | +115.5% |
Cumulative growth
Daily Returns
Daily percentage return beside DKS.
Daily Out/Under-Performance
Portfolio return minus DKS return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × DKS 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 DKS 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