+143.6%
VLO vs SE
-38.5%
+182.1%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -0.9% | +0.9% | -0.1% |
| 7D | +5.2% | -6.1% | +11.3% | +4.7% |
| 30D | +22.6% | -2.5% | +25.1% | +22.4% |
| 3M | +43.8% | +21.7% | +22.1% | +46.9% |
| 6M | +65.7% | +27.0% | +38.7% | +71.6% |
| YTD | +131.1% | -12.1% | +143.2% | +146.5% |
| 1Y | +143.6% | -40.9% | +184.5% | +166.1% |
| All | +143.6% | -38.5% | +182.1% | +166.1% |
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