+153.0%
VLO vs OXY
+37.2%
+115.8%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.5% | +0.8% | +1.0% |
| 7D | +5.3% | +2.8% | +2.5% | +3.8% |
| 30D | +18.2% | +5.5% | +12.8% | +14.8% |
| 3M | +53.3% | +11.3% | +42.0% | +44.7% |
| 6M | +70.4% | +11.6% | +58.8% | +62.2% |
| YTD | +143.4% | +51.6% | +91.8% | +99.9% |
| 1Y | +153.0% | +36.2% | +116.8% | +116.2% |
| All | +153.0% | +37.2% | +115.8% | +116.2% |
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