+443.7%
APLD vs VLO
+314.6%
+129.1%
-81.9%
Performance
Returns, benchmark comparison, and relative performance.
Performance by timeframe
Returns for all.
| Period | Portfolio | VLO | Excess | Alpha |
|---|---|---|---|---|
| 1D | +1.8% | 0.0% | +1.8% | +1.8% |
| 7D | +4.1% | +5.2% | -1.1% | +2.7% |
| 30D | -11.7% | +22.6% | -34.3% | -16.7% |
| 3M | -40.3% | +43.8% | -84.0% | -46.4% |
| 6M | -8.0% | +65.7% | -73.7% | -23.5% |
| YTD | +7.5% | +131.1% | -123.6% | -22.1% |
| 1Y | +84.0% | +143.6% | -59.6% | +30.2% |
| 3Y | +356.2% | +201.4% | +154.8% | +181.1% |
| All | +443.7% | +314.6% | +129.1% | +203.5% |
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 all: 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…
all analysis · Full analysis span regression · 6 months rolling