+790.3%
VLO vs OXY
+19.5%
+770.8%
-71.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 10y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | +9.6% | +4.2% | +5.4% | +7.4% |
| 30D | -17.4% | -4.3% | -13.1% | -15.4% |
| 3M | +10.8% | +2.3% | +8.5% | +9.5% |
| 6M | +56.9% | +5.5% | +51.4% | +52.1% |
| YTD | +136.8% | +44.9% | +91.9% | +95.0% |
| 1Y | +120.7% | +42.6% | +78.1% | +83.1% |
| 3Y | +231.9% | +0.7% | +231.2% | +225.0% |
| 5Y | +479.0% | +96.9% | +382.2% | +298.7% |
| All | +790.3% | +19.5% | +770.8% | +503.7% |
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