+231.9%
VLO vs DKS
+44.7%
+187.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | DKS | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +2.8% | -1.5% | +1.0% |
| 7D | +9.6% | +6.3% | +3.3% | +8.9% |
| 30D | -17.4% | +9.3% | -26.7% | -18.3% |
| 3M | +10.8% | -25.3% | +36.0% | +14.1% |
| 6M | +56.9% | -29.2% | +86.1% | +62.1% |
| YTD | +136.8% | -22.7% | +159.5% | +138.9% |
| 1Y | +120.7% | -30.1% | +150.8% | +126.8% |
| 3Y | +231.9% | +45.6% | +186.3% | +185.6% |
| All | +231.9% | +44.7% | +187.3% | +185.6% |
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 3y: 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…
3y analysis · Full analysis span regression · 6 months rolling