+473.2%
VLO vs OXY
+99.7%
+373.5%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.3% | +0.6% | +0.7% | +1.0% |
| 7D | +9.6% | +4.2% | +5.4% | +7.1% |
| 30D | -17.4% | -4.3% | -13.1% | -15.2% |
| 3M | +10.8% | +2.3% | +8.5% | +9.2% |
| 6M | +56.9% | +5.5% | +51.4% | +51.4% |
| YTD | +136.8% | +44.9% | +91.9% | +89.6% |
| 1Y | +120.7% | +42.6% | +78.1% | +78.2% |
| 3Y | +231.9% | +0.7% | +231.2% | +221.7% |
| All | +473.2% | +99.7% | +373.5% | +313.9% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling