+145.4%
VLO vs XME
+42.3%
+103.2%
-12.1%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 1y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.6% | +2.2% | +1.6% |
| 7D | +6.2% | -0.2% | +6.5% | +6.3% |
| 30D | +23.5% | +1.4% | +22.1% | +23.4% |
| 3M | +53.9% | +2.7% | +51.1% | +53.9% |
| 6M | +81.7% | +6.5% | +75.2% | +80.5% |
| YTD | +142.5% | +15.2% | +127.3% | +138.8% |
| 1Y | +145.4% | +43.5% | +101.9% | +159.0% |
| All | +145.4% | +42.3% | +103.2% | +159.0% |
Cumulative growth
Daily Returns
Daily percentage return beside XME.
Daily Out/Under-Performance
Portfolio return minus XME return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XME 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 XME 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