+145.4%
VLO vs EIX
+13.6%
+131.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -3.2% | +4.8% | +1.4% |
| 7D | +6.2% | +4.1% | +2.2% | +6.5% |
| 30D | +23.5% | -15.3% | +38.8% | +22.0% |
| 3M | +53.9% | -18.4% | +72.3% | +51.6% |
| 6M | +81.7% | -16.8% | +98.5% | +79.0% |
| YTD | +142.5% | -0.6% | +143.0% | +139.6% |
| 1Y | +145.4% | +10.7% | +134.8% | +142.4% |
| All | +145.4% | +13.6% | +131.8% | +142.4% |
Cumulative growth
Daily Returns
Daily percentage return beside EIX.
Daily Out/Under-Performance
Portfolio return minus EIX return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × EIX 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 EIX 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