+143.6%
VLO vs OXY
+32.4%
+111.3%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | +5.2% | +1.6% | +3.6% | +4.4% |
| 30D | +22.6% | +11.6% | +11.0% | +15.6% |
| 3M | +43.8% | +2.8% | +41.0% | +41.7% |
| 6M | +65.7% | +13.0% | +52.7% | +57.6% |
| YTD | +131.1% | +47.4% | +83.7% | +95.2% |
| 1Y | +143.6% | +31.5% | +112.2% | +112.3% |
| All | +143.6% | +32.4% | +111.3% | +112.3% |
Cumulative growth
Daily Returns
Daily percentage return beside OXY.
Daily Out/Under-Performance
Portfolio return minus OXY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × OXY 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 OXY 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