+924.9%
VLO vs OXY
+7.5%
+917.4%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.1% |
| 7D | +5.3% | +2.8% | +2.5% | +3.9% |
| 30D | +18.2% | +5.5% | +12.8% | +15.1% |
| 3M | +53.3% | +11.3% | +42.0% | +44.8% |
| 6M | +70.4% | +11.6% | +58.8% | +60.8% |
| YTD | +143.4% | +51.6% | +91.8% | +96.2% |
| 1Y | +153.0% | +36.2% | +116.8% | +114.4% |
| 3Y | +195.0% | +1.7% | +193.2% | +186.5% |
| 5Y | +618.8% | +164.5% | +454.3% | +328.9% |
| All | +924.9% | +7.5% | +917.4% | +560.8% |
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 10y: 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…
10y analysis · Full analysis span regression · 6 months rolling