+35,889.1%
VLO vs EIX
+1,083.9%
+34,805.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | EIX | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.8% | -0.8% | -0.2% |
| 7D | +5.2% | -19.1% | +24.3% | +9.9% |
| 30D | +22.6% | -16.9% | +39.5% | +26.9% |
| 3M | +43.8% | -20.0% | +63.8% | +50.0% |
| 6M | +65.7% | -21.3% | +87.1% | +73.2% |
| YTD | +131.1% | -1.7% | +132.8% | +126.3% |
| 1Y | +143.6% | +9.6% | +134.1% | +130.7% |
| 3Y | +201.4% | -3.7% | +205.1% | +190.1% |
| 5Y | +568.9% | +22.6% | +546.3% | +494.9% |
| 10Y | +891.8% | +17.7% | +874.1% | +774.5% |
| All | +35,889.1% | +1,083.9% | +34,805.1% | +19,378.2% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling