+9,204.9%
VLO vs PWR
+8,583.6%
+621.3%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.2% |
| 7D | +5.2% | +3.6% | +1.6% | +4.3% |
| 30D | +22.6% | -8.6% | +31.2% | +25.2% |
| 3M | +43.8% | -13.2% | +56.9% | +47.6% |
| 6M | +65.7% | +9.9% | +55.8% | +58.5% |
| YTD | +131.1% | +48.0% | +83.1% | +103.8% |
| 1Y | +143.6% | +66.2% | +77.5% | +107.4% |
| 3Y | +201.4% | +195.1% | +6.3% | +113.5% |
| 5Y | +568.9% | +442.6% | +126.3% | +298.7% |
| 10Y | +891.8% | +2,334.2% | -1,442.4% | +309.9% |
| All | +9,204.9% | +8,583.6% | +621.3% | +2,410.8% |
Cumulative growth
Daily Returns
Daily percentage return beside PWR.
Daily Out/Under-Performance
Portfolio return minus PWR return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × PWR 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 PWR 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