+120.6%
VLO vs SE
-48.0%
+168.6%
-20.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +4.5% | -10.2% | -5.2% |
| 7D | -6.0% | +6.7% | -12.6% | -5.1% |
| 30D | -12.9% | -17.2% | +4.3% | -14.4% |
| 3M | +18.3% | -28.0% | +46.4% | +14.7% |
| 6M | +46.4% | -6.1% | +52.6% | +46.9% |
| YTD | +127.7% | -37.1% | +164.9% | +137.8% |
| 1Y | +120.6% | -48.8% | +169.4% | +139.5% |
| All | +120.6% | -48.0% | +168.6% | +139.5% |
Cumulative growth
Daily Returns
Daily percentage return beside SE.
Daily Out/Under-Performance
Portfolio return minus SE return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SE 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 SE 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