+143.6%
VLO vs SHEL
+32.9%
+110.7%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | SHEL | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | +0.7% | -0.7% | -0.4% |
| 7D | +5.2% | +2.2% | +3.0% | +3.7% |
| 30D | +22.6% | +6.8% | +15.8% | +17.5% |
| 3M | +43.8% | +8.1% | +35.7% | +37.7% |
| 6M | +65.7% | +14.4% | +51.3% | +56.1% |
| YTD | +131.1% | +30.0% | +101.1% | +104.2% |
| 1Y | +143.6% | +33.3% | +110.3% | +114.1% |
| All | +143.6% | +32.9% | +110.7% | +114.1% |
Cumulative growth
Daily Returns
Daily percentage return beside SHEL.
Daily Out/Under-Performance
Portfolio return minus SHEL return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SHEL 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 SHEL 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