-39.2%
WDC vs VLO
+49.9%
-89.2%
-64.6%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +8.3% | +3.7% | +4.6% | +7.5% |
| 7D | -3.2% | -0.4% | -2.8% | -3.2% |
| 30D | -19.0% | -16.6% | -2.4% | -18.2% |
| 3M | -28.4% | +12.3% | -40.7% | -30.8% |
| 6M | -39.2% | +47.8% | -87.1% | -36.5% |
| All | -39.2% | +49.9% | -89.2% | -36.5% |
Cumulative growth
Daily Returns
Daily percentage return beside VLO.
Daily Out/Under-Performance
Portfolio return minus VLO return. Positive bars indicate outperformance.
Daily Alpha
Portfolio daily return minus β × VLO 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 6mo: compounded portfolio wealth divided by compounded VLO 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…
6mo analysis · Full analysis span regression · 6 months rolling