+23,964.6%
VLO vs O
+5,387.7%
+18,576.9%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | O | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.8% | +0.8% | +0.4% |
| 7D | +5.2% | -0.7% | +6.0% | +5.6% |
| 30D | +22.6% | -1.9% | +24.5% | +23.6% |
| 3M | +43.8% | +3.8% | +39.9% | +41.0% |
| 6M | +65.7% | -4.7% | +70.5% | +68.4% |
| YTD | +131.1% | +12.5% | +118.6% | +117.8% |
| 1Y | +143.6% | +10.8% | +132.8% | +131.0% |
| 3Y | +201.4% | +28.8% | +172.6% | +161.8% |
| 5Y | +568.9% | +13.2% | +555.7% | +508.9% |
| 10Y | +891.8% | +53.5% | +838.4% | +673.3% |
| All | +23,964.6% | +5,387.7% | +18,576.9% | +6,937.2% |
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