-64.9%
APLD vs VLO
+44.0%
-108.8%
-71.5%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for 6mo.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +9.7% | -1.4% | +11.1% | +9.3% |
| 7D | -12.7% | -13.3% | +0.6% | -17.4% |
| 30D | -34.7% | -18.3% | -16.4% | -39.4% |
| 3M | -46.1% | +14.3% | -60.5% | -38.5% |
| 6M | -64.9% | +47.6% | -112.5% | -42.3% |
| All | -64.9% | +44.0% | -108.8% | -42.3% |
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