+145.4%
VLO vs SE
-42.8%
+188.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SE | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -4.1% | +5.7% | +1.2% |
| 7D | +6.2% | -3.6% | +9.9% | +5.9% |
| 30D | +23.5% | -5.3% | +28.8% | +23.0% |
| 3M | +53.9% | +28.1% | +25.8% | +57.8% |
| 6M | +81.7% | +20.7% | +61.0% | +87.9% |
| YTD | +142.5% | -14.8% | +157.2% | +157.7% |
| 1Y | +145.4% | -43.6% | +189.0% | +163.8% |
| All | +145.4% | -42.8% | +188.2% | +163.8% |
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