+143.6%
VLO vs OKTA
+90.9%
+52.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OKTA | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.1% | -0.1% | 0.0% |
| 7D | +5.2% | +2.6% | +2.6% | +5.0% |
| 30D | +22.6% | +16.0% | +6.6% | +21.3% |
| 3M | +43.8% | +38.2% | +5.6% | +40.4% |
| 6M | +65.7% | +137.8% | -72.1% | +51.7% |
| YTD | +131.1% | +97.3% | +33.8% | +115.5% |
| 1Y | +143.6% | +90.1% | +53.5% | +129.2% |
| All | +143.6% | +90.9% | +52.8% | +129.2% |
Cumulative growth
Daily Returns
Daily percentage return beside OKTA.
Daily Out/Under-Performance
Portfolio return minus OKTA return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OKTA 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 OKTA 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