+35,889.1%
VLO vs OXY
+1,363.1%
+34,526.0%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | OXY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | +0.5% |
| 7D | +5.2% | +1.6% | +3.6% | +4.3% |
| 30D | +22.6% | +11.6% | +11.0% | +15.3% |
| 3M | +43.8% | +2.8% | +41.0% | +40.9% |
| 6M | +65.7% | +13.0% | +52.7% | +54.1% |
| YTD | +131.1% | +47.4% | +83.7% | +84.8% |
| 1Y | +143.6% | +31.5% | +112.2% | +106.3% |
| 3Y | +201.4% | -1.9% | +203.3% | +197.0% |
| 5Y | +568.9% | +148.0% | +420.9% | +277.7% |
| 10Y | +891.8% | +2.3% | +889.5% | +573.7% |
| All | +35,889.1% | +1,363.1% | +34,526.0% | +8,164.3% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling