+193.8%
VLO vs XYZ
+47.2%
+146.7%
-41.2%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 3y.
| Period | Portfolio | XYZ | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.6% | -0.9% | +2.5% | +1.7% |
| 7D | +6.2% | -3.7% | +10.0% | +6.6% |
| 30D | +23.5% | +0.5% | +23.0% | +23.3% |
| 3M | +53.9% | +16.3% | +37.6% | +51.1% |
| 6M | +81.7% | +21.1% | +60.5% | +77.0% |
| YTD | +142.5% | +22.0% | +120.5% | +134.9% |
| 1Y | +145.4% | +5.2% | +140.3% | +142.1% |
| All | +193.8% | +47.2% | +146.7% | +160.6% |
Cumulative growth
Daily Returns
Daily percentage return beside XYZ.
Daily Out/Under-Performance
Portfolio return minus XYZ return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × XYZ 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 3y: compounded portfolio wealth divided by compounded XYZ 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…
3y analysis · Full analysis span regression · 6 months rolling