+148.5%
VLO vs RCL
-24.0%
+172.5%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | RCL | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | -0.3% | +3.5% | +3.2% |
| 7D | +5.8% | -0.5% | +6.2% | +5.7% |
| 30D | +28.3% | -17.3% | +45.7% | +23.7% |
| 3M | +48.7% | -2.8% | +51.5% | +48.4% |
| 6M | +71.9% | -4.4% | +76.3% | +73.3% |
| YTD | +138.7% | -4.2% | +142.8% | +139.3% |
| 1Y | +148.5% | -23.4% | +171.8% | +157.5% |
| All | +148.5% | -24.0% | +172.5% | +157.5% |
Cumulative growth
Daily Returns
Daily percentage return beside RCL.
Daily Out/Under-Performance
Portfolio return minus RCL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × RCL 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 RCL 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