+603.4%
VLO vs XME
+185.0%
+418.3%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | XME | Excess | Alpha |
|---|---|---|---|---|
| 1D | +3.3% | +1.1% | +2.2% | +2.8% |
| 7D | +5.8% | +3.6% | +2.2% | +4.2% |
| 30D | +28.3% | +3.6% | +24.7% | +26.0% |
| 3M | +48.7% | +1.2% | +47.5% | +46.6% |
| 6M | +71.9% | +9.0% | +62.9% | +60.2% |
| YTD | +138.7% | +15.9% | +122.7% | +113.6% |
| 1Y | +148.5% | +43.2% | +105.3% | +94.8% |
| 3Y | +192.7% | +137.4% | +55.3% | +67.6% |
| All | +603.4% | +185.0% | +418.3% | +248.5% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling