+8,595.7%
VLO vs PWR
+7,423.5%
+1,172.2%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | PWR | Excess | Alpha |
|---|---|---|---|---|
| 1D | -1.4% | +6.3% | -7.6% | -2.9% |
| 7D | -13.3% | -12.9% | -0.5% | -10.5% |
| 30D | -18.3% | -22.8% | +4.5% | -13.4% |
| 3M | +14.3% | -19.0% | +33.3% | +19.5% |
| 6M | +47.6% | -31.1% | +78.7% | +59.1% |
| YTD | +116.0% | +28.3% | +87.7% | +95.9% |
| 1Y | +101.0% | +22.2% | +78.8% | +84.3% |
| 3Y | +199.0% | +222.2% | -23.2% | +105.7% |
| 5Y | +419.0% | +364.2% | +54.9% | +219.6% |
| 10Y | +778.2% | +1,864.8% | -1,086.6% | +279.4% |
| All | +8,595.7% | +7,423.5% | +1,172.2% | +2,313.8% |
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