+23,057.8%
VLO vs O
+5,283.0%
+17,774.8%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.0% | +0.8% | +2.2% | +2.6% |
| 7D | -6.5% | +3.3% | -9.8% | -7.9% |
| 30D | -17.8% | +10.3% | -28.1% | -21.4% |
| 3M | +19.6% | -3.5% | +23.1% | +21.0% |
| 6M | +49.3% | -1.3% | +50.5% | +49.1% |
| YTD | +122.4% | +10.3% | +112.1% | +110.7% |
| 1Y | +107.4% | +10.4% | +97.0% | +96.4% |
| 3Y | +223.1% | +40.0% | +183.1% | +170.2% |
| 5Y | +432.2% | +12.4% | +419.9% | +385.2% |
| 10Y | +743.6% | +78.2% | +665.4% | +519.6% |
| All | +23,057.8% | +5,283.0% | +17,774.8% | +6,707.1% |
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