+229.3%
APLD vs VLO
+324.8%
-95.5%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 5y.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | -5.8% | +1.3% | -7.1% | -6.1% |
| 7D | +2.7% | +9.6% | -6.9% | +0.3% |
| 30D | -21.4% | -17.4% | -4.0% | -17.8% |
| 3M | -47.8% | +10.8% | -58.6% | -49.8% |
| 6M | -64.9% | +56.9% | -121.8% | -69.8% |
| YTD | -34.9% | +136.8% | -171.6% | -53.5% |
| 1Y | -30.7% | +120.7% | -151.4% | -49.1% |
| 3Y | +305.3% | +231.9% | +73.4% | +138.0% |
| All | +229.3% | +324.8% | -95.5% | +81.1% |
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 5y: 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…
5y analysis · Full analysis span regression · 6 months rolling