+22,665.7%
VLO vs O
+5,286.6%
+17,379.1%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.7% | +0.1% | -1.8% | -1.7% |
| 7D | -9.5% | +3.5% | -13.1% | -11.0% |
| 30D | -19.1% | +10.4% | -29.6% | -22.8% |
| 3M | +11.4% | -2.4% | +13.8% | +12.2% |
| 6M | +46.7% | -1.2% | +48.0% | +46.6% |
| YTD | +118.6% | +10.4% | +108.2% | +107.1% |
| 1Y | +99.9% | +11.4% | +88.4% | +88.5% |
| 3Y | +210.5% | +40.4% | +170.1% | +159.3% |
| 5Y | +432.7% | +12.1% | +420.5% | +386.0% |
| 10Y | +717.1% | +82.7% | +634.4% | +494.1% |
| All | +22,665.7% | +5,286.6% | +17,379.1% | +6,589.8% |
Cumulative growth
Daily Returns
Daily percentage return beside O.
Daily Out/Under-Performance
Portfolio return minus O return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × O 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 O 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