+35,889.1%
VLO vs SONY
+543.6%
+35,345.5%
-81.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | SONY | Excess | Alpha |
|---|---|---|---|---|
| 1D | 0.0% | -1.6% | +1.6% | +0.5% |
| 7D | +5.2% | -1.2% | +6.4% | +5.6% |
| 30D | +22.6% | +9.4% | +13.1% | +19.3% |
| 3M | +43.8% | +10.5% | +33.3% | +39.0% |
| 6M | +65.7% | +11.7% | +54.1% | +58.8% |
| YTD | +131.1% | -4.1% | +135.2% | +131.0% |
| 1Y | +143.6% | -11.8% | +155.4% | +149.0% |
| 3Y | +201.4% | +45.9% | +155.5% | +160.6% |
| 5Y | +568.9% | +16.3% | +552.6% | +506.0% |
| 10Y | +891.8% | +297.6% | +594.2% | +520.1% |
| All | +35,889.1% | +543.6% | +35,345.5% | +16,659.9% |
Cumulative growth
Daily Returns
Daily percentage return beside SONY.
Daily Out/Under-Performance
Portfolio return minus SONY return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × SONY 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 all: compounded portfolio wealth divided by compounded SONY 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…
all analysis · Full analysis span regression · 6 months rolling